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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In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Sløk speaks with Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, about opportunities to better position portfolios in the midst of continued tariff announcements and the prospect of more market turmoil.
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Join industry leaders Tom Matzzie, Founder and CEO of CleanChoice Energy, and Dickon Pinner, Former Head of Transition Capital at BlackRock and Former Senior Partner & Global Sustainability Lead at McKinsey & Company, for a discussion on the residential solar industry. This session covers evolving U.S. solar policies and tariffs, the surge in electricity demand from data centers, sector-wide financial volatility, and strategic investment opportunities across the U.S. and Europe.
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Listen to Apollo Chief Economist Torsten Sløk and Global Head of Content Strategy J.P. Vicente discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and geopolitical conflict. Torsten also explores potential implications for capital markets and much more.
