Insights

As 2026 enters its final stretch, Apollo Chief Economist Torsten Slok joins The Allocation to discuss the latest shifts in the economy and markets. On the heels of the Fed’s September rate hike, he shares his views on why inflation remains so sticky and what a “higher-for-longer” rate environment could mean for consumers, businesses and investors. Torsten also examines the continuing AI investment boom and its impact on economic growth, jobs and financial markets. Looking ahead, he highlights the key themes helping to shape his outlook for 2027.

Corporate pensions are better funded and more fixed income–oriented than ever, and with LDI now widespread, fixed income composition has become increasingly consequential. Apollo Partner Brian Weinstein explores how tight spreads and crowded returns have pushed sponsors beyond public IG into diversifying credit anchored by private placements and real estate financing. Private IG extends this further, tapping higher-quality privately originated assets to improve diversification, income and surplus outcomes while preserving hedge efficacy.

Learn how solar energy markets are changing as curtailment, battery storage, grid constraints and rising electricity demand reshape investment opportunities.

Record issuance from the AI buildout is creating a broader menu of opportunities for fixed income investors across public and private markets. In our latest conversation covering the convergence of public and private debt markets, Apollo Partners Brian Weinstein, who leads Fixed Income Replacement, and John Cortese, Co-Head of Corporate Credit and Head of Trading, discuss how this issuance is changing market structure, creating dispersion and expanding the range of risks and opportunities fixed income investors may need to evaluate.

After four decades of offshoring, a combination of pandemic-era supply shocks, rising geopolitical competition, and renewed policy focus is driving a concerted effort to rebuild America's industrial base.

Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services. Whether AI can earn back what's being spent on it is a defining question of this investment cycle, with impacts to be felt across debt and equity markets. Rob Bittencourt, who leads Apollo Thematic Investing, has spent his career tracking exactly these kinds of non-linear shifts. In this conversation, Rob breaks down the state of AI adoption and what enterprise ROI pressure means for the cycle and investor portfolios. He also discusses two other themes his team is tracking: US reindustrialization and why private capital may be better positioned than public markets to finance it, and the forces that are beginning to reshape finance itself.

Europe's energy markets are transforming. As companies across the region pursue future growth, the need for infrastructure that can meet the demands of energy expansion, energy transition and digitization is growing, too.

In a Fortune op-ed, Jim Zelter writes that history provides a valuable lesson: periods of industrial transformation have consistently required a new capital architecture.

Apollo has delivered investment solutions across the retirement ecosystem for more than three decades. Together, Apollo and Athene are combining private markets with retirement income solutions designed to support long-term financial security for millions of retirees.