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.
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Investment Insight | View from Apollo
April 11, 2025
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Investment Insight | View from Apollo
April 11, 2025
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April 11, 2025
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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.
US tariffs have climbed to their highest level in nearly 90 years, fueling market volatility and creating uncertainty for corporations. The result? We see slower growth, higher inflation, and rates staying higher for longer. While we don’t foresee a recession, we expect headwinds on both supply and demand fronts.
