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3:37
Speaking to CNBC’s Robert Frank, Apollo CEO Marc Rowan posed a simple question: What if the assumptions we’ve always relied on in finance no longer hold true?
18:11
Market Insight | View from Apollo
Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios
As the Fed cut rates at its September meeting, tensions surfaced—between growth, inflation, employment, and the expectation of more cuts to come. In this episode of The View from Apollo, Torsten Slok, Apollo's Chief Economist, unpacks these crosscurrents and what they could mean for markets and portfolios.
43:07
Market Insight | Expert Briefing
Oceans & Hurricanes and Related Financial and Physical Property Risks
In this Expert Briefing, hear from three top experts on oceans, hurricanes, and the growing related financial risks to communities and property. Deanne Criswell, Senior Fellow at Yale’s Jackson School of Global Affairs and Former Administrator of Federal Emergency Management Agency (FEMA), Peter de Menocal, President & Director of the Woods Hole Oceanographic Institution, and Dr. Charles Nyce, Chair of the Risk Management/Insurance, Real Estate and Legal Studies Department at Florida State University’s College of Business, discuss hurricane intensification, the strain on insurance markets, community preparedness, and the financial systems needed to support disaster recovery costs.
As investor appetite for income and private credit exposure grows, BDCs remain a powerful tool—but higher-for-longer rates, credit concerns, and shifting portfolio dynamics are making manager selection more critical than ever.
28:15
In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The View from Apollo, Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $20 trillion global market works.
For decades, conventional wisdom has held that private markets are too illiquid, risky and inflexible for defined contribution (DC) retirement plans. But many of these objections no longer hold water especially those focused on liquidity. Thanks to recent innovations in structure, strategy and oversight, the tools to manage liquidity within DC plans have evolved dramatically.
America is facing a widely recognized retirement crisis. Although retirement solutions providers have made important—and consistent—strides towards mitigating risks for retirees (from portfolio diversification to investment biases to longevity risk), key concerns remain.
Resilient fundamentals and robust technicals drove credit performance in the first half of 2025. Despite tariff headlines, geopolitical tensions, and policy volatility, credit held firm. Solid fundamentals, strong demand, and limited new supply helped anchor spreads. We expect these supportive dynamics to persist through year-end.
As the US retirement landscape continues to evolve, the ongoing shift from defined benefit (DB) pensions to defined contribution (DC) plans continues to expose the critical gap in both retirement savings and strategy. The traditional portfolios powering today’s DC plans—typically centered around publicly traded equities and bonds—are showing signs of strain, especially in a world defined by heightened market volatility, concentration, compressed returns and growing longevity risk.
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