In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, about the impact of the new trade regime on credit markets.
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.
Tags
Investment Insight | View from Apollo
April 11, 2025
More Episodes
Investment Insight | View from Apollo
April 11, 2025
This Series
Investment Insight | View from Apollo
April 11, 2025
Play Next
Market Insight | View from Apollo
August 13, 2025
Market Insight | View from Apollo
July 23, 2025
Market Insight | View from Apollo
June 27, 2025
In a new episode of “Apollo Answers,” Alex Wright, Partner and Global Wealth Strategist at the firm, explores 10 key questions to ask private credit managers. From loan vintages and leverage ratios to payment-in-kind interest and manager alignment, these and other critical factors can help evaluate private credit opportunities.
As investor appetite for income and private credit exposure grows, BDCs remain a powerful tool—but higher-for-longer rates, credit concerns, and shifting portfolio dynamics are making manager selection more critical than ever.
Resilient fundamentals and robust technicals drove credit performance in the first half of 2025. Despite tariff headlines, geopolitical tensions, and policy volatility, credit held firm. Solid fundamentals, strong demand, and limited new supply helped anchor spreads. We expect these supportive dynamics to persist through year-end.
