Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he provides his views on inflation, what’s next for the Fed, China’s outlook, and what it all can mean for investor portfolios.
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Market Insight | View from Apollo
July 07, 2023
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Market Insight | View from Apollo
July 07, 2023
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Market Insight | View from Apollo
July 07, 2023
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Market Insight | View from Apollo
Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
In this episode of The View from Apollo, we introduce Allocation Insights, a recurring series focused on how private markets are reshaping wealth portfolios. To kick off the series, hosts Alex Wright and Diana Sands are joined by Partner and Global Head of Structured Credit Investing Michael Paniwozik to discuss one of the fastest-growing areas of private markets: asset-backed finance.
Apollo’s Head of Asset-Backed Finance Bret Leas examines how asset-backed finance is moving from niche to mainstream as capital demands scale globally. Explore how disciplined structuring across housing, corporates, consumers and infrastructure can help unlock durable opportunities while managing risk in an increasingly complex credit environment.
Japan is entering a new phase of growth shaped by structural change in capital markets, corporate investment and long-term savings needs. In this regional Q&A, Yasuo Kashiwagi shares his perspective on Japan’s reawakening, the evolving role of private capital and how Apollo is supporting corporates, institutions and investors through asset management, flexible capital as well as retirement and wealth solutions.
