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Private equity is entering a new phase where operational value creation, scale, and disciplined underwriting are key drivers of return.
Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape, from the AI boom to the industrial renaissance and policy.
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Co-President Jim Zelter discussed the evolution of financing markets and our view of private credit as a $40T, largely investment grade market. Jim spoke about Apollo’s focus on higher quality credits and companies, and our positioning in what we believe will be a higher-for-longer rate environment.
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