Real Estate: Opportunities and Risks in an Unprecedented Market
The View From Apollo
by Torsten Slok, Torsten Sløk
1M ago
Listen to Apollo Chief Economist Torsten Sløk speak with Randy Anderson, a partner in the Real Assets Group at Apollo, about how surging interest rates have contributed to unprecedented conditions in the US real estate market, and how opportunities can be found as rates stay higher for longer ..read more
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Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
The View From Apollo
by Torsten Slok, Torsten Sløk
1M ago
Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can help mitigate volatility at a time of high asset-class correlation, and how adding alternatives with a focus on factors such as cash-flow generation and valuation can make portfolios more resilient ..read more
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Private Credit Investing in a “Higher for Longer” Environment
The View From Apollo
by Torsten Slok, Torsten Sløk
2M ago
Listen to Apollo Chief Economist Torsten Sløk speak with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit. Their wide-ranging conversation assesses current market conditions, discusses how the private credit market is growing and evolving, and identifies areas where they see opportunities arising for investors in the months ahead ..read more
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How PE Secondaries Can Enhance Diversification in Volatile Times
The View From Apollo
by Torsten Slok
3M ago
Listen to Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty. It’s a wide-ranging conversation, covering different types of secondaries, how to deploy them in portfolios, and much more ..read more
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Adjusting Portfolio Allocations Amid an Uncertain Outlook
The View From Apollo
by Torsten Slok
4M ago
Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at the Firm, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios ..read more
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What’s Next After the Fed “Pivot?”
The View From Apollo
by Torsten Slok, Torsten Sløk
6M ago
Listen to Apollo’s Global Head of Content J.P. Vicente and Chief Economist Torsten Sløk discuss the implications of the Fed’s surprising December 2023 “pivot” and its potential effects on the economy and capital markets in 2024. It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending, and a whole lot more ..read more
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Where to Find Opportunities in a Shifting Economic Landscape?
The View From Apollo
by Torsten Slok, Torsten Sløk
7M ago
Listen to Apollo Chief Economist Torsten Sløk and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment. They cover a lot: credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more ..read more
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How to Think About the Role of Private Capital in the Clean Transition
The View From Apollo
by Torsten Slok
8M ago
Listen to Apollo Chief Economist Torsten Slok speak with Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, about the outsized and unprecedented investment required for the clean transition. Olivia and Torsten acknowledge the scale and cost of the climate crisis while also voicing optimism about the power and potential of public and private capital in addressing these challenges ..read more
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How Important Is Vintage in Private Credit Investing Today?
The View From Apollo
by Torsten Slok
10M ago
Listen to Apollo Chief Economist Torsten Sløk talk to Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in the credit markets, potential opportunities in private credit, and what to watch out for. Jim and Torsten engage in a wide-ranging discussion of the economy, the credit markets, the importance of vintage, and delve into details around potential opportunities in private credit ..read more
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Can Alternatives Replace Public Equity?
The View From Apollo
by Torsten Slok
11M ago
Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode ..read more
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