Beyond 60/40: Private Assets in an Era of High Public Valuations

In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of elevated public stock and bond 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.

Torsten and Matt assess today’s market conditions, and discuss the potential benefits of private assets, which have historically outperformed following periods of elevated public equity valuations and interest rates.

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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.