June 25, 2026

As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping manufacturing and investment opportunities and how government policy is providing additional support for growth. He also discusses the implications for inflation, interest rates, asset allocation, and credit markets while outlining the key indicators he's watching for the months ahead.

June 29, 2026

Every major credit market in modern finance has gone through the same transformation to reach scale and maturity. Each started with a pool of assets that was originated, held and rarely traded. Pricing was infrequent, information was fragmented and participants were few.

June 04, 2026

Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. On this episode, Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.