Marc Rowan on Bloomberg TV

This interview originally aired on Bloomberg TV on October 2, 2024

Live from Apollo’s New York office, CEO Marc Rowan sat down with Bloomberg’s Jon Ferro to discuss the significant changes taking place in the investment landscape, particularly how individuals and institutions are increasingly turning to private markets in the search for excess return.

Marc emphasized that as public markets become increasingly indexed and correlated, we believe a significant portion of equity and fixed income allocations—which have historically been public—will shift toward private assets, as investors seek more diversified and resilient strategies for long-term growth.

He also spoke to Apollo’s ability to meet the growing capital needs of sectors driving the “new industrial renaissance” – including the energy transition, power and utilities, and digital infrastructure – and how Apollo’s proprietary origination ecosystem can provide innovative financing solutions for complex, large-scale projects. In speaking to Apollo’s overall origination capabilities, Marc highlighted the firm’s spectrum of specialty vehicles, and added, “almost no one has built what we've built.”