AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors.
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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
March 13, 2026
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Market Insight | View from Apollo
March 13, 2026
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Market Insight | View from Apollo
March 13, 2026
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Market Insight | View from Apollo
January 22, 2026
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Co-Head of Apollo’s Aligned Alternatives Eric Hanno explains why rising concentration, higher valuations and increased correlation in public markets may warrant an alternative approach to equity exposure.
Credit | Investment Insight
The Evolution of Sustainable Credit & Platforms at Apollo (Volume IV): Expanding the Reach of Sustainability
Building on Apollo’s longstanding commitment to transparency, this whitepaper provides an in-depth look into the foundational approach and recent developments undertaken by our Sustainable Credit & Platforms Team.
Private investment-grade credit has rapidly evolved from a niche, illiquid asset class into a more liquid, standardized segment of the market. This white paper by Brian Weinstein, Apollo Partner and Head of Fixed Income Replacement, explores how recent developments in fund structure, syndication and trading infrastructure are transforming Private IG into an integral component of modern fixed income portfolios.
