AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors.
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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.
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Market Insight | View from Apollo
March 13, 2026
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Market Insight | View from Apollo
March 13, 2026
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Market Insight | View from Apollo
March 13, 2026
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Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
In this episode of The View from Apollo, we introduce Allocation Insights, a recurring series focused on how private markets are reshaping wealth portfolios. To kick off the series, hosts Alex Wright and Diana Sands are joined by Partner and Global Head of Structured Credit Investing Michael Paniwozik to discuss one of the fastest-growing areas of private markets: asset-backed finance.
