In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, about the implications of shrinking risk premia in public markets and why private markets might offer more attractive opportunities in the current environment.
Torsten and Alex discuss how recent market trends are impacting decisions about capital allocation, how investors are getting compensated for risk across asset classes, and how the evolution and growth of private credit is creating an expanding range of investment opportunities across the risk spectrum.
The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it can mean for investors.
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Market Insight | View from Apollo
July 16, 2024
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Market Insight | View from Apollo
July 16, 2024
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July 16, 2024
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The buoyant demand for corporate debt that propped up primary markets this year came alongside pockets of distress in the riskier parts of the market. We expect this divergence to persist through 2024. In this outlook, we’ll explore the bifurcation in the market, investment themes—from AI to elections—in opportunistic credit, the vanishing liquidity premium in investment grade debt, and the relative value of BDC’s unsecured debt.
