Private Equity Investing Amid Market Dislocation
The View From Apollo
by Torsten Slok
3w ago
Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment landscape and how capital markets dislocations have helped create an attractive entry point into the asset class ..read more
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Private Credit Investing in Times of Uncertainty
The View From Apollo
by Torsten Slok
2M ago
Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, current opportunities, and the outlook for the asset class. Disclaimer:  This podcast was recorded on March 10, 2023.   Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or implied, with respect to the accuracy, reasonableness, or completeness of any of the statements made during this podcast, including, but not limited to, statements obtained from third parties. Opin ..read more
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The Current State of Real Estate: A Look at the US Market
The View From Apollo
by Torsten Slok
3M ago
In the latest episode of “The View from Apollo” our Chief Economist, Dr. Torsten Slok, speaks with Philip Mintz, a Partner and co-head of Apollo’s Real Estate business. Tune in to hear Torsten and Philip’s thoughts on the state of the market today as the Federal Reserve and other key global central banks continue to tighten monetary conditions, changing public and private real estate valuations after massive dislocations in capital markets, their views on distressed investing, and much more ..read more
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Why Alternatives?
The View From Apollo
by Torsten Slok
3M ago
Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt O’Mara, Partner and Portfolio Manager here at Apollo. In this episode you’ll hear Torsten and Matt’s thoughts on why investors should be moving beyond the public markets and incorporating alternatives into their investment portfolios. Is the 60/40 portfolio dead? Tune in to find out ..read more
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A Closer Look at Private Credit
The View From Apollo
by Torsten Slok
3M ago
Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Jim Vanek, Partner and Co-Head of Global Performing Credit at Apollo. In this episode you’ll hear Torsten and Jim’s insights on opportunities in private credit and how rising interest rates are impacting the private lending market ..read more
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How should I be positioned?
The View From Apollo
by Torsten Slok
3M ago
Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed:  The current macroeconomic environment The likelihood of a recession How elevated inflation is likely to impact monetary policy over the next few quarters, and Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility ..read more
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Inflation, Interest Rates and a Divergent Macroeconomic Environment
The View From Apollo
by Torsten Slok
3M ago
Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets. Hear Torsten’s views on: ·      Expediting investment cycles and fundraising in private equity ·      Four factors primarily driving higher inflation ·      Getting constructive on commodities and green energy ·      The capital markets’ reaction to rising interest rates ·      An end to glo ..read more
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Making an Impact: The Future of Sustainable Investing
The View From Apollo
by Torsten Slok
3M ago
In this episode of The View from Apollo, we interview Dave Stangis, Partner at Apollo, and our Chief Sustainability Officer.   You’ll hear Dave’s views on: How financial services firms are implementing (and measuring) sustainable practices How ESG and clean energy capital commitments fit into Apollo’s investment process How asset managers are staying ahead of changing regulations and pledges The impact of COVID on sustainability considerations, and Where Apollo is seizing opportunities in the space ..read more
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Today’s Labor Market: What’s Working?
The View From Apollo
by Torsten Slok
3M ago
In this episode of The View from Apollo, we interview Susan Arthur, CEO of CareerBuilder, and Billy Milam, CEO of EmployBridge, two of Apollo funds’ portfolio companies. You’ll hear their views on: The current state of the labor market, employment rates, and inflation How Covid and technology are shaping talent management The Great Resignation, and  How volatility and geopolitical risks are impacting American jobs ..read more
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Capitalizing on Opportunity in the Insurance Ecosystem
The View From Apollo
by Torsten Slok
3M ago
In this episode of The View from Apollo, we interview Matt Michelini, a Senior Partner at Apollo, head of our Asia-Pacific business and co-head of our Hybrid Value business.   You’ll hear Matt’s views on: How Apollo is following its contrarian instincts in capitalizing on an exodus of capital from the insurance sector How our traditional investment origination capabilities work with our insurance business Apollo’s recent investments in Asia-Pacific financial services companies The influence of regulatory change on Apollo’s insurance businesses globally Matt’s thoughts on global opportuni ..read more
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