In a new episode of The View from Apollo podcast, J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at Apollo, discuss the current state of the capital markets, the outlook for 2024, and the future of alternative investments in global wealth portfolios.
In a wide-ranging conversation, the episode explores Alex’s thoughts on asset allocation in 2024, the “Magnificent Seven,” the future of the 60/40 portfolio, and investors’ growing realization of the power of “alternatives” as a replacement for both public equities and public debt in wealth portfolios.
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
February 12, 2024
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Market Insight | View from Apollo
February 12, 2024
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Market Insight | View from Apollo
February 12, 2024
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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.
