A Reset in Software — And Why Discipline Always Matters

The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.

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Private Equity Portfolios: Three Key Dimensions of Diversification

Explore how manager selection, company size and sector exposure can help support more resilient private equity portfolios in today’s evolving landscape.

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Why Real Estate in 2026?

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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Public Equity Markets Have Changed—Why Do Portfolios Still Look the Same?

Co-Head of Apollo’s Aligned Alternatives Eric Hanno explains why rising concentration, higher valuations and increased correlation in public markets may warrant an alternative approach to equity exposure.

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After 60/40: In Private Markets, Manager Selection Matters

While public markets have largely become a source of beta, dispersion among managers in the private markets remain wide.

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Another Chance to Position Portfolios for Tariff Turmoil?

Convergence: The Integration and Evolution of Credit Markets

Welcome to the debut edition of Convergence, a new series exploring the convergence of public and private credit markets and its potential implications for the future of fixed income portfolio construction.

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Go Beyond Public Markets

Since 1990, we’ve built a leading global alternative asset manager by striving to deliver on the promise of alternatives and staying true to our core principles: purchase price matters, seek excess return per unit of risk across the risk/reward spectrum, and strong alignment with our clients.

Secular market shifts are challenging a long-held mantra: the 60/40 portfolio of public equities and bonds is the key to a successful retirement plan. Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss the ways alternatives can help investors address this new reality.

Access a Variety of Alternative Assets

Credit

Our Credit platform offers a comprehensive suite of financing solutions and investment strategies.

Learn About Credit

Equity

Our Equity platform provides creative solutions across many strategies.

Learn About Equity

Real Assets

Our integrated Real Assets platform spans across geographies, investing across the risk spectrum.

Learn About Real Assets

Apollo Academy: Learn from Experience

Take a deeper dive on how to deploy and capitalize on alternatives opportunities with a complete ecosystem of educational videos, classes, and live events—all eligible for CE credits—as well as whitepapers, articles, podcasts and much more. 

Go to Apollo Academy

Alternative Investing Course 2.0 (New & Updated)

In-depth classes on key asset classes, portfolio construction, and more.

Private Equity’s Edge: Delivering Alpha in a Changing Market

David Sambur, Co-Head of Equity, and Antoine Munfakh, Deputy Global Head of Private Equity, discuss how investors in today’s evolving environment can generate alpha across the entire private equity lifecycle.

Hybrid Investments: Flexible Structures for Volatile Times

Watch Jason Scheir, Head of Apollo Hybrid Value, discuss why hybrid capital—which can offer debt and equity features— is gaining momentum amid heightened market volatility and expectations for higher-for-longer interest rates.

Powering Innovation: Infrastructure Investing Across the AI Value Chain

Watch Harry Seekings, Partner and Co-Head of Apollo Infrastructure, and David Cohen, Partner on Apollo’s Infrastructure team, explore the massive capital needs of advancing AI, the areas of potential opportunities and how next-generation infrastructure can serve as a stabilizing force for portfolios.

Our Allocation Pro tool lets you build an illustrative, custom portfolio that delivers personalized insights tailored to your risk tolerance, investment horizon, and asset class preferences.

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Insights

View All

Equity | Market Insight A Reset in Software — And Why Discipline Always Matters

March 31, 2026

20:19

Market Insight | View from Apollo Torsten Slok on the US Economy: Resilience Under Pressure

March 12, 2026

Investment Insight The Financing Gap in Sports: Unlocking a $2.5 Trillion Opportunity

December 15, 2025

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