Marc Rowan on how Apollo’s differentiated strategy was built for this moment.
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Private equity is entering a new phase where operational value creation, scale, and disciplined underwriting are key drivers of return.
Credit fundamentals remain strong, but rising interest rates, AI disruption and growing dispersion across sectors are reshaping the direct-lending landscape.
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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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