In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment.
In a wide-ranging conversation, the episode explores credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Wider performance dispersion in private markets is elevating the role of manager selection, with implications for asset allocation, risk management, and long-term returns.
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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.
