Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he provides his views on inflation, what’s next for the Fed, China’s outlook, and what it all can mean for investor portfolios.
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Market Insight | View from Apollo
July 07, 2023
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Market Insight | View from Apollo
July 07, 2023
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Market Insight | View from Apollo
July 07, 2023
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Institutional investors are reassessing portfolios in response to technological disruption, geopolitical uncertainty and evolving capital markets. In a conversation with senior product specialist Diana Sands and global wealth strategist Alex Wright at Apollo’s recent Credit Annual General Meeting, Akila Grewal shares what Apollo is hearing from allocators around the world – how they are evaluating exposure across public and private credit, preparing for potential dislocations and thinking about capital deployment in the next phase of the cycle
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Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.
The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.
