Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.
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Market Insight | View from Apollo
July 31, 2023
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Market Insight | View from Apollo
July 31, 2023
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Market Insight | View from Apollo
July 31, 2023
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Listen to Apollo Chief Economist Torsten Slok and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?
Learn more about the latest technical trends and innovation of the batteries, and specifically, solid-state batteries from two experts: Venkat Srinivasan, Director of the Argonne National Lab Center for Energy Storage Science & Director of the Low-Cost Earth-abundant Na-ion Storage Consortium, and Joe Taylor, Executive Chairman of Factorial Energy and Former Chairman & CEO of the Panasonic Corporation of North America. In this session, they cover battery startup activity, the benefits of solid-state batteries over lithium-ion batteries for electric vehicles, and business challenges such as manufacturing complexities, high CapEx costs, and supply chain issues.
Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of elevated public stock and bond public valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.