Market Insight
December 15, 2025
A Conversation on the Credit Markets
Understand what’s really driving today’s credit cycle—important indicators, risk factors, and emerging opportunities. Jim Zelter, Jim Vanek, and John Cortese share views that cut through the market noise with relevant data and cycle-tested experience.
In this article, Apollo Partner Brian Weinstein kicks off Convergence, a new series exploring the convergence of public and private credit markets and its potential implications for the future of fixed income portfolio construction.
Apollo’s 2026 Credit Outlook examines how investors can navigate shifting supply, spreads and sector dynamics. John Cortese, Partner, Co-Head of Corporate Credit, explains how AI capex and M&A resurgence are shaping credit's most dynamic opportunity set in years.
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At the Bloomberg New Economy Forum, Marc Rowan joined Ravi Menon for a candid conversation on how global finance is adapting to meet the changing needs of economies. They examined the rise of private markets as engines of long-term investment, the reshaping of public markets, and the mix of capital needed to support the cap-ex needs of critical infrastructure and the energy transition.
