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Institutional investors are reassessing portfolios in response to technological disruption, geopolitical uncertainty and evolving capital markets. In a conversation with senior product specialist Diana Sands and global wealth strategist Alex Wright at Apollo’s recent Credit Annual General Meeting, Akila Grewal shares what Apollo is hearing from allocators around the world – how they are evaluating exposure across public and private credit, preparing for potential dislocations and thinking about capital deployment in the next phase of the cycle
1:53
The evolving macro environment is prompting a shift in mindset from capital preservation toward more dynamic investment decisions.
Apollo Co-President John Zito recently joined CNBC's Squawk on the Street to discuss AI-driven disruption in the software sector, Apollo's disciplined approach to capital deployment amid a volatile technology cycle, and opportunity in the current environment.
36:18
Private credit is a $40 trillion market spanning corporate and asset backed credit, and one that’s largely investment grade. Recently though, market volatility and the potential for increased AI-disruption has led to a lot of questions specifically around the sub-investment grade direct lending market. Recently, Alex Wright, Partner, and Global Wealth Strategist, sat down with Jim Zelter, Apollo’s firm President and a credit market veteran for over 40 years.
41:41
Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.
The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.
44:50
LNG markets are facing near-term disruption driven by geopolitical risk, particularly in the Middle East, while longer-term supply growth remains expected. Despite strong demand, volatility in pricing, shipping constraints, and uncertainty around supply reliability are shaping how market participants assess LNG
Asset light is out and hard assets are in, as trillions in digital infrastructure investment and balance sheet capacity will shape how AI-driven revenue scales across the economy.
After a rate-driven reset, real estate valuations have repriced, and supply remains limited. See why 2026 may represent an attractive point in the cycle to allocate.
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