Market Insight | Overheard at Apollo
March 09, 2023
Overheard @ Apollo: The Media & Entertainment Industry
Private Equity Partner Aaron Sobel shares his views on the key trends impacting media and entertainment and his outlook for the industry amid the ongoing ‘content wars’ for the first edition of Overheard @ Apollo, our series of unfiltered insights from experts across the platform.
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“Ultimately we do believe that there is a convergence occurring in terms of public market exposure and private, and that private plays a role as a replacement for a portion of both fixed income and equity allocation.”
Apollo believes Investment Grade Private has the potential to generate attractive risk-adjusted returns but has been overlooked because it doesn’t fit neatly into the current asset allocation framework.
