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.
Tags
Market Insight | View from Apollo
July 31, 2023
More Episodes
Market Insight | View from Apollo
July 31, 2023
This Series
Market Insight | View from Apollo
July 31, 2023
Play NextMarch 13, 2026
January 22, 2026
December 18, 2025
November 25, 2025
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
Co-Head of Apollo’s Aligned Alternatives Eric Hanno explains why rising concentration, higher valuations and increased correlation in public markets may warrant an alternative approach to equity exposure.
Apollo’s Head of Asset-Backed Finance Bret Leas examines how asset-backed finance is moving from niche to mainstream as capital demands scale globally. Explore how disciplined structuring across housing, corporates, consumers and infrastructure can help unlock durable opportunities while managing risk in an increasingly complex credit environment.