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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Investment Insight | View from Apollo
Beyond 60/40: Private Assets in an Era of High Public Valuations
Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of elevated public stock and bond public valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.
Listen to Torsten Sløk, Apollo’s Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, aka Private IG.
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?
