In a new episode of The View from Apollo podcast, Apollo Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Slok discuss the implications of the Fed’s surprising December 2023 pivot and the potential impact we will see on the economy and capital markets in 2024.
It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending and a whole lot more.
The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses and what it can mean for investors.
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Market Insight | View from Apollo
December 28, 2023
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Market Insight | View from Apollo
December 28, 2023
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Market Insight | View from Apollo
December 28, 2023
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Apollo believes Investment Grade Private has the potential to generate attractive risk-adjusted returns but has been overlooked because it doesn’t fit neatly into the current asset allocation framework.
Market participants often ask why large corporate borrowers would choose a private solution for financing rather than the public markets, especially in the current environment. In this paper, we answer that question and explore the lasting power of private credit, the landscape of the debt markets, potential opportunities, and pitfalls to avoid.
The US economy remains strong with no signs of a major slowdown going into 2025. We see interest rates staying higher for longer on a relative basis (regardless of the Fed’s easing campaign) as inflation remains above target, employment strong, and spending robust.
