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 07, 2023
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Market Insight | View from Apollo
December 07, 2023
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Market Insight | View from Apollo
December 07, 2023
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Market Insight | View from Apollo
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can be used to help mitigate volatility.
In this article, James Vanek, Partner and Co-Head of Global Performing Credit at Apollo, analyzes cyclical and secular trends putting upward pressure on interest rates, and discusses how credit market participants should be thinking about an environment in which rates remain elevated for the foreseeable future.
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit markets, and where they see opportunities arising for investors in the months ahead.