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Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 23:51
June 25, 2026
As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping manufacturing and investment opportunities and how government policy is providing additional support for growth. He also discusses the implications for inflation, interest rates, asset allocation, and credit markets while outlining the key indicators he's watching for the months ahead.
Aerial view of a dense forest canopy covered by drifting mist, illustrating natural ecosystems and environmental resilience in the context of Apollo Impact Mission’s approach to scalable, measurable impact and long-term stewardship.
June 24, 2026
Apollo Impact Mission (AIM)’s 2025 Impact Report highlights Apollo’s approach to driving scalable and measurable impact through the AIM platform.
"A repeating pattern of white piggy banks with red coin slots arranged in diagonal rows against a teal green background." 1:20
June 16, 2026
The Defined Contribution (DC) space is at an inflection point, as evolving policy guidance has the potential to support new pathways for innovation in retirement plan design. That was a key takeaway from a recent discussion with Apollo’s Ashwini Apte (Managing Director, Head of Institutional DC Consultant & OCIO Client Relations), Rebecca Tadikonda (Partner and CEO of Vitera) and James Hannigan (Partner and Head of Enterprise Product Structuring).
Aerial night view of a winding coastal road illuminated by golden streetlights, running alongside a sandy beach and dark ocean waters.
June 15, 2026
Over the last few months, we have seen a marked shift in conversations around AI infrastructure, with debate now centered on whether the world can build enough compute fast enough to satisfy demand. Across the AI supply chain, constraints are emerging simultaneously: GPUs are scarce, memory prices are surging, TSMC capacity is effectively sold out,1 and power infrastructure has become a critical bottleneck. The result is a new form of scarcity that is beginning to reshape corporate strategy, capital allocation, and market leadership.
Close-up view inside a desktop computer showing a green motherboard with an Intel chipset, expansion slots, capacitors, heat sink, power cables, and data connections mounted on the circuit board.
June 10, 2026
Apollo provided a scaled, flexible capital solution at a pivotal moment for Intel, a leading semiconductor manufacturer, providing financial flexibility and a results-driven partnership.
June 09, 2026
Private equity has outperformed public equity in 97 of 100 quarters on a rolling 10-year basis. Here are six key considerations for wealth investors evaluating a PE allocation today.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 33:33
June 04, 2026
Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. On this episode, Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.
Apollo CEO Marc Rowan sits in a warmly lit interview setting in Tokyo, wearing a dark suit and white shirt, as he discusses Japan’s economic reset, inflation, retirement income demand, governance reform and evolving capital markets conditions. 2:49
May 21, 2026
As an aging population increases demand for retirement income and companies look beyond traditional bank lending, Apollo CEO Marc Rowan and Eiji Ueda, Partner and Head of Asia Pacific, reflect on how inflation, governance reform and corporate discipline are reshaping Japan’s investment landscape.
Expert Briefing Logo 44:27
May 20, 2026
Energy price forecasting is becoming increasingly complex as geopolitical instability, infrastructure constraints, evolving energy policy, AI-driven electricity growth and rising data center demand reshape global power, and commodity markets. Differences in forecasting methodologies, assumptions, and regional market conditions are contributing to diverging views on future electricity, natural gas, and broader energy pricing dynamics.

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