Insights

Credit | Investment Insight Convergence: Reimagining Multi-Asset Credit Allocations in a Converging Market

November 11, 2026

Explore how the convergence of public and private credit is expanding the multi-asset credit opportunity set and creating new possibilities for relative-value investing.

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Three attendees engage in discussion at the Social Innovation Summit 2026 Board Matchmaking Experience, featuring the Apollo Opportunity Foundation.

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Expanding Opportunity From Purpose to Placement: Apollo's Board Service Milestone

November 09, 2026

100% of Apollo's global Partners are engaged in nonprofit board service, either currently serving or actively in the placement process, up from 83% just one year ago.

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Real Assets | Investment Insight Real Estate in a 5% World

November 05, 2026

Real estate offers a selective set of opportunities despite elevated benchmark rates, and more attractive opportunities are likely to emerge as market conditions change. The question for each type of real estate is simple: is the investor paid for the risk?

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Investment Insight | The Allocation Direct Lending: Strong Fundamentals, Shifting Dynamics

October 28, 2026

Credit fundamentals remain strong, but rising interest rates, AI disruption and growing dispersion across sectors are reshaping the direct-lending landscape. Apollo Partner and Co-Head of Global Performing Credit Jim Vanek joins host Tal Barak Harif to discuss where we are in the credit cycle, why current market conditions may be creating more attractive opportunities for lenders, and how Apollo is navigating the risks and opportunities ahead.

Hybrid | Investment Insight After 60/40: What if Traditional Equity Portfolio Diversifiers Are Falling Short?

October 22, 2026

In the latest edition of Apollo’s After 60/40 series, Chris Lvoff and Lucy Xin, Managing Directors in Apollo’s Portfolio Solutions Group, break down how hybrid capital can offer equity-like return potential with credit-oriented downside protection and has characteristics that can introduce diversification against concentrated public equity markets.

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Market Insight | The Allocation Cycle, Structure, Selection: Private Equity Portfolios for Today’s Market

October 15, 2026

Private equity deal and exit activity have picked up in 2026, but valuations remain elevated and the macro environment is still demanding. How is this shifting PE allocations? Diana Sands and equity product specialist Bryn Gostin dive into what's actually changed in the market, how drawdown and evergreen structures can play distinct roles in a portfolio and what it takes to construct a durable PE allocation when the old playbook no longer applies.

Credit | Investment Insight The Strategic Case for Allocating to Asset-Backed Finance

October 13, 2026

Learn how asset-backed finance (ABF) differs from corporate credit, the dimensions that shape an allocation, and the roles ABF can play.

Equity | Secondaries Consistency Through Cycles: Private Market Secondaries

October 08, 2026

In our view, secondaries’ turnkey access to a diversified portfolio makes the asset class an increasingly important complement and potential core portfolio allocation.

Market Insight After 60/40: Modern Portfolio Allocation Across Private and Public Markets

October 06, 2026

Public markets now represent a shrinking slice of the real economy. So why do most model portfolios still look the same? In this new Apollo series, we explore how private markets can help enhance portfolio outcomes.

AI and the Next Phase of the Software Cycle

Credit | Equity After 60/40: Manager Selection Matters

October 06, 2026

Wider performance dispersion in private markets is elevating the role of manager selection, with implications for asset allocation, risk management, and long-term returns.

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Market Insight | The Allocation Infrastructure: Today’s “Generational” Investment Opportunity

October 01, 2026

From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade. Apollo Partners Harry Seekings and Vittorio Lacagnina have spent decades in infrastructure investing, and here they discuss what Seekings sees as a “generational” opportunity. They also discuss how Apollo approaches the asset class across the full capital structure and why the potential for stable cash flows, inflation protection and low correlation to public markets can make infrastructure a significant portfolio diversifier for both institutional and wealth investors.

Credit | Investment Insight When Duration Stops Working: How the Rate Cycle Has Rewritten the Fixed Income Playbook

September 29, 2026

The fixed income playbook is changing with the rate selloff. Portfolios built in a different rate environment may be carrying a rate bet they didn't know they had. Duration has stopped working. Apollo's Ben Trombley breaks down why rates are staying higher for longer — and what investors should do about it.