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.
Tags
Market Insight | View from Apollo
July 07, 2023
More Episodes
Market Insight | View from Apollo
July 07, 2023
This Series
Market Insight | View from Apollo
July 07, 2023
Play NextApril 24, 2026
March 12, 2026
Equity | Market Insight
Does the Foundation Still Support the Structure? — Why a Portfolio Rebalance Makes Sense Now
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.
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.
Equity | Market Insight
Beyond the Middle Market: Private Equity Investing for a More Demanding Regime
As private equity evolves and advantages in the middle market become less reliable, scale, specialization and portfolio construction are becoming key drivers of performance in a more competitive environment.
