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.
Tags
Market Insight | View from Apollo
December 06, 2023
More Episodes
Market Insight | View from Apollo
December 06, 2023
This Series
Market Insight | View from Apollo
December 06, 2023
Play NextJanuary 22, 2026
December 18, 2025
November 25, 2025
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.
Japan is entering a new phase of growth shaped by structural change in capital markets, corporate investment and long-term savings needs.
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.