-
Summary
Summary
- Summary
In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound. Access the complete suite of Apollo’s 2026 Outlook content, from Torsten’s macro view to perspectives across asset classes and regions, at apollo.com/outlook.
The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives.
Tags
Market Insight | View from Apollo
December 18, 2025
More Episodes
Market Insight | View from Apollo
December 18, 2025
This Series
Market Insight | View from Apollo
December 18, 2025
Play Next
Sports are no longer just culture or entertainment; they are a scalable, investable asset class. Financing this business is becoming one of today’s most compelling growth stories—and where the next records are poised to be broken.
Sitting between private debt and equity, hybrid investments are increasingly in demand as companies continue to face higher borrowing costs, limited access to traditional debt and volatile capital markets. This article, authored by Jason Scheir, Head of Hybrid Value at Apollo, showcases this strategy through three real-world examples.
Credit | Investment Insight
Apollo Answers: What’s Missing in Private Credit? Integrating Asset-Backed Finance
As private credit evolves, so can portfolios – by integrating asset-backed finance and direct lending strategies. Pairing them can enhance diversification and give investors a broader, more resilient opportunity set.
