In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment.
In a wide-ranging conversation, the episode explores credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | Outlook
Allocation with Intention: Rethinking Institutional Portfolios for 2026 and Beyond
Apollo’s 2026 Institutional Outlook explores why traditional portfolio frameworks are being tested and how a more intentional, total-portfolio approach is emerging. Akila Grewal, Partner and Global Head of Institutional Client Group, highlights how structure, flexibility and integration across public, private and hybrid strategies can help institutions build resilience heading into 2026.
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Credit | Market Insight
Apollo Answers: What Is Warehouse Lending and How Can It Enhance an Investment-Grade Portfolio?
Partner and Head of Fixed Income Replacement Brian Weinstein explains the important role of warehouse lending in a modern fixed income portfolio.
In a higher-rate world, generating alpha in private equity increasingly centers on going back to the basics: disciplined buying, operational value creation and flexible exits.
