Public equities are near all-time highs. By most accounts, portfolios look healthy. But beneath the surface, the foundation supporting those returns has weakened as risk compensation has thinned, concentration has intensified and traditional diversification is no longer working the way it used to. For investors who held through the recent turbulence, this may be a rare opportunity to reassess portfolio allocations before the market forces action.
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Equity | Market Insight
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Credit markets are entering a period of transition. At Apollo’s 2026 Credit Annual Meeting, partners across the firm discussed the technological disruption, refinancing pressure from higher rates and geopolitical uncertainty that are beginning to drive greater dispersion across sectors, borrowers and capital structures.
Apollo Multi-Asset Prime Securities, or AMAPS, is a structured credit product enabling access to more diversified and higher-credit-quality assets that are risk-managed every day.
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Sony is reshaping its business around long-duration content and global distribution. In conversation with Bloomberg’s David Westin, CEO Hiroki Totoki explains how private capital and partners like Apollo Global Management support large-scale transformation with flexible, duration-matched financing.
