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27:08
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.
Apollo’s 2026 Private Equity Outlook explores how value creation is evolving in today’s higher-rate environment. David Sambur and Matt Nord, Partners and Co-Heads of Equity, break down how index crowding, carve-outs and capital scarcity are creating long-term value in overlooked segments.
Apollo’s 2026 Credit Outlook examines how investors can navigate shifting supply, spreads and sector dynamics. John Cortese, Partner, Co-Head of Corporate Credit, explains how AI capex and M&A resurgence are shaping credit's most dynamic opportunity set in years.
Apollo’s 2026 Infrastructure Outlook highlights how AI is accelerating demand for power and connectivity. Olivia Wassenaar, Partner and Head of Sustainability & Infrastructure, details how that demand is accelerating investment in data centers, clean power and grid modernization.
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.
21:36
Understand what’s really driving today’s credit cycle—important indicators, risk factors, and emerging opportunities. Jim Zelter, Jim Vanek, and John Cortese share views that cut through the market noise with relevant data and cycle-tested experience.
Apollo’s 2026 Real Estate Outlook outlines where capital is flowing amid a structural recovery. Scott Weiner, Partner and Global Head of Real Estate Credit at Apollo, highlights how stable valuations, housing tailwinds and AI buildouts are shaping real estate credit and equity.
Apollo’s 2026 EMEA Outlook explores how transformation across defense, finance and innovation is shaping the next wave of opportunity in the region. Robert Seminara, Partner and Head of Europe, highlights how these forces are helping to unlock new private capital opportunities across Europe.
Apollo’s 2026 APAC Outlook highlights key macro and investment themes driving the region forward. Matt Michelini, Partner, outlines why 2026 is set to be another breakout year for the region. From Japan’s embrace of private capital to India’s digitization wave, see how Asia is building the next global growth engine.
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