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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High public market valuations pose a key question for allocation adjustments in 2025: What can one do to enhance potential returns, improve diversification, and mitigate volatility?

Market Insight | View from Apollo
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
Torsten Slok, Apollo’s Chief Economist, and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations.

“Ultimately we do believe that there is a convergence occurring in terms of public market exposure and private, and that private plays a role as a replacement for a portion of both fixed income and equity allocation.”