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Market Insight | The Allocation Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios
September 10, 2026
Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services. Whether AI can earn back what's being spent on it is a defining question of this investment cycle, with impacts to be felt across debt and equity markets. Rob Bittencourt, who leads Apollo Thematic Investing, has spent his career tracking exactly these kinds of non-linear shifts. In this conversation, Rob breaks down the state of AI adoption and what enterprise ROI pressure means for the cycle and investor portfolios. He also discusses two other themes his team is tracking: US reindustrialization and why private capital may be better positioned than public markets to finance it, and the forces that are beginning to reshape finance itself.
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Apollo Updates Harry Seekings: Europe Requires ‘Rewiring’ to Meet Energy Demand
September 03, 2026
Europe's energy markets are transforming. As companies across the region pursue future growth, the need for infrastructure that can meet the demands of energy expansion, energy transition and digitization is growing, too.
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Jim Zelter, President of Apollo Global Management, discusses financing America’s industrial buildout across AI, energy, infrastructure, and manufacturing.
Apollo in the Media America’s Industrial Comeback Requires a New Financial Playbook and a Fatter Checkbook
August 26, 2026
In a Fortune op-ed, Jim Zelter writes that history provides a valuable lesson: periods of industrial transformation have consistently required a new capital architecture.
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Older hiker with a backpack walks through tall grass on a hillside overlooking farmland and a winding river, illustrating an active retirement in a rural landscape. 2:19
August 24, 2026
Apollo has delivered investment solutions across the retirement ecosystem for more than three decades. Together, Apollo and Athene are combining private markets with retirement income solutions designed to support long-term financial security for millions of retirees.
Al Tylis 36:30
August 20, 2026
Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apollo’s strategic approach to the sports market. In this premier episode of The Allocation, Apollo Sports Capital CEO Al Tylis unpacks the forces driving sports as an investable asset class, including media rights, global fan engagement, hybrid financing demand and the evolution of team ownership. With the sports ecosystem now representing a $2.5 trillion opportunity, Tylis explains why financing, not just ownership, may be its most compelling play.
The Financing Gap in Sports: Unlocking a $2.5 Trillion Opportunity
August 11, 2026
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.
Speaker seated in a recording studio speaks into a podcast microphone with a city skyline visible through large windows. Side-profile portrait illustrating a discussion on private credit and alternative investments. 1:42
August 10, 2026
Apollo CEO Marc Rowan sat down with a16z's David Haber to discuss perspectives on what it means to play to win.
Abstract 3D data visualization showing glowing orange nodes connected by teal lines on a dark background, resembling a financial chart or network graph
August 06, 2026
AI is reshaping credit markets in ways that demand a more thoughtful approach to investing. Public markets are being stretched by record financing needs, spreads leave little room for error, and traditional notions of diversification are being tested.
Wide view of a Bloomberg Invest conference stage with two speakers seated on gray sofas against a backdrop featuring the Hong Kong skyline and Bloomberg Invest branding during a live panel discussion on financial markets. 16:15
July 29, 2026
Apollo Partner and Head of Asia Pacific Eiji Ueda joined Bloomberg Invest Hong Kong to discuss the demographic forces reshaping Asia, Japan's once-in-a-generation economic transformation and why the region represents a defining opportunity for private capital.
Audience at the Apollo Hybrid Capital Summit
July 24, 2026
Key takeaways from Apollo's Hybrid Capital Summit on hybrid capital, risk-adjusted returns, and a new playbook for investors in a volatile market environment.
Aerial view of a dam structure with two parallel water outlets releasing white, foaming water over concrete weirs into a teal-green reservoir below.
July 23, 2026
Explore the HALO investment framework and how hard assets with low obsolescence across private equity, private credit, infrastructure and real estate can provide durable value.
Expert Briefing Logo 43:31
July 22, 2026
Learn how energy efficiency is reshaping the US power system as AI, electrification, and rising electricity demand drive new investment, grid modernization, and innovation.

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