March 01, 2023
Infrastructure Investing: Embracing Complexity in Times of Structural Change
After a tumultuous 2022, the US economic outlook for 2023 remains cloudy. Renewed uncertainty about inflation and the Fed means markets will continue to be volatile. With that in mind, we believe that infrastructure can offer key attributes—downside protection, low correlation to markets, potential protection against inflation—for investors deploying capital today.
We believe that a nuanced infrastructure investment strategy with a disciplined, price-conscious investing mindset—purchase price matters—is more crucial than ever. We see the middle-market as the most fertile ground for opportunity, especially at a time when the large capitalization space is awash in capital.
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Sitting between private debt and equity, hybrid investments are increasingly in demand as companies continue to face higher borrowing costs, limited access to traditional debt and volatile capital markets. This article, authored by Jason Scheir, Head of Hybrid Value at Apollo, showcases this strategy through three real-world examples.
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Real Assets | Apollo in the Media
Leslie Mapondera Discusses Apollo’s $6.5 Billion Commitment to Ørsted’s Hornsea 3 and More on Bloomberg
On Bloomberg, Apollo Partner Leslie Mapondera discusses Apollo’s investment activity across European energy and infrastructure, including the firm’s recent $6.5 billion commitment to Ørsted’s Hornsea 3, the world’s largest offshore wind project.
Credit | Investment Insight
Apollo Answers: What’s Missing in Private Credit? Integrating Asset-Backed Finance
As private credit evolves, so can portfolios – by integrating asset-backed finance and direct lending strategies. Pairing them can enhance diversification and give investors a broader, more resilient opportunity set.
