Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.
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Market Insight | View from Apollo
July 31, 2023
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Market Insight | View from Apollo
July 31, 2023
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Market Insight | View from Apollo
July 31, 2023
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In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound. Access the complete suite of Apollo’s 2026 Outlook content, from Torsten’s macro view to perspectives across asset classes and regions, at apollo.com/outlook.
Apollo’s 2026 Private Equity Outlook explores how value creation is evolving in today’s higher-rate environment. David Sambur and Matt Nord, Partners and Co-Heads of Equity, break down how index crowding, carve-outs and capital scarcity are creating long-term value in overlooked segments.
Apollo’s 2026 Credit Outlook examines how investors can navigate shifting supply, spreads and sector dynamics. John Cortese, Partner, Co-Head of Corporate Credit, explains how AI capex and M&A resurgence are shaping credit's most dynamic opportunity set in years.
