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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. 22:28
Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains why demand for flexible capital solutions is growing and why investors are increasingly drawn to hybrid's combination of equity-like return potential and credit-like downside protection.
Aerial view of a small motorboat carving a circular wake across deep blue ocean water, creating a striking ring pattern that symbolizes a fresh perspective on portfolio construction and private credit in the context of private investment grade credit.
As public markets become more concentrated and real yields compress, private credit can deliver investment grade exposure and the potential for excess spread with fewer compromises.
Bloomberg Intelligence podcast Tech Disruptors recently hosted Apollo Partner and Head of Thematic Investing (ATI) Rob Bittencourt to discuss artificial intelligence, infrastructure, labor markets and investing. What follows is an edited and condensed version of that conversation, highlighting several of the key themes and insights discussed. You can listen to the full interview here.
Modern glass building exterior
Most major credit markets in modern finance have typically gone through a similar transformation to reach scale and maturity.
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
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.
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
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.
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.
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.

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