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
Play NextJune 26, 2024
Innovation has helped to destigmatize GP-led transactions, establishing the practice as a mainstream liquidity management tool for GPs today. In this paper, we explore how GP-led deals can offer concentrated exposure to high-quality managers and assets, compounding the overall advantages of secondary strategies.
With rates still expected to stay “higher for longer,” risk premia in public equities and public fixed income is narrow. In our view, private markets can offer options, especially in private equity secondaries, large corporate direct lending, asset-backed finance, and other areas.
Market Insight | View from Apollo
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature of private market transactions can help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.
