In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, about how to better position portfolios in the midst of continued tariff announcements and the prospect of more market turmoil. After a wild ride for markets in the first half of 2025, Torsten and Alex agree that this opportunity to reposition portfolios seems like an unexpected gift.
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
July 23, 2025
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Market Insight | View from Apollo
July 23, 2025
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Market Insight | View from Apollo
July 23, 2025
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US tariffs have climbed to their highest level in nearly 90 years, fueling market volatility and creating uncertainty for corporations. The result? We see slower growth, higher inflation, and rates staying higher for longer. While we don’t foresee a recession, we expect headwinds on both supply and demand fronts.
We believe European private credit is a fast-growing market with potential to rival the US, offering scale, attractive returns, and strong geographic diversification.
Apollo’s 2024 Impact Report highlights our approach to delivering scalable, measurable impact through the Apollo Impact Mission platform.
