Secondaries have become a core allocation for modern private market portfolios — they can offer vintage and manager diversification, and the potential for attractive risk-adjusted returns and more consistent capital distributions.
Co-Heads of Apollo S3 Sponsor & Secondary Solutions Steve Lessar, Veena Isaac, and Konnin Tam break down how the asset class has evolved and why it's become a core allocation for sophisticated private market investors.
Apollo’s 2024 carve-out of Panasonic Automotive Systems shows how operational partnership can reposition a world-class business for long-term global competitiveness.
Private credit is a $40 trillion market spanning corporate and asset backed credit, and one that’s largely investment grade. Recently though, market volatility and the potential for increased AI-disruption has led to a lot of questions specifically around the sub-investment grade direct lending market. Recently, Alex Wright, Partner, and Global Wealth Strategist, sat down with Jim Zelter, Apollo’s firm President and a credit market veteran for over 40 years.
Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.