Key Takeaways:
- Private IG combines fixed income characteristics with private market structural advantages
- It can be allocated within fixed income or private credit frameworks, depending on objectives
- It may enhance yield through greater spread contribution without lowering credit quality
- The biggest risk for many investors may be under-allocating to Private IG
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Also from Apollo
Jim Zelter and Eric Needleman challenge outdated views of private credit.
In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions are reshaping where and how investors find opportunity. With AI-driven disruption, geopolitical events and other dynamics in play, what looked like a more straightforward buyer’s market just months ago has evolved into a more nuanced market defined by dispersion, complexity and the need for deeper underwriting.
In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana Sands and Alex Wright speak with four Apollo partners at the firm’s recent Credit Annual General Meeting – Akila Grewal, Chris Edson, Jim Vanek and Chris Lahoud – to explore how the breadth and integration of Apollo’s platform is designed to perform throughout credit cycles and capture value across the full credit spectrum.