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.
Tags
Market Insight | View from Apollo
December 06, 2023
More Episodes
Market Insight | View from Apollo
December 06, 2023
This Series
Market Insight | View from Apollo
December 06, 2023
Play NextMarch 12, 2026
February 17, 2026
January 22, 2026
36:18
Private credit is a $40 trillion market spanning corporate and asset backed credit, and one that’s largely investment grade. Recently though, market volatility and the potential for increased AI-disruption has led to a lot of questions specifically around the sub-investment grade direct lending market. Recently, Alex Wright, Partner, and Global Wealth Strategist, sat down with Jim Zelter, Apollo’s firm President and a credit market veteran for over 40 years.
41:41
Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.
The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.
