Market Insight | Overheard at Apollo
April 13, 2023
Overheard @ Apollo: On the March CPI Report
On the latest episode of Overheard @ Apollo, our series of unfiltered insights from experts across the platform, we hear from Chief Economist Torsten Slok, who breaks down the March CPI report and discusses the implications for the broader economy.
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![Portfolio Allocation Views: The Search for Risk Premia](/content/dam/apolloaem/images/insights/2024/portfolio-allocation-views-the-search-for-risk-premia.jpg)
With rates still expected to stay “higher for longer,” risk premia in public equities and public fixed income is narrow. In our view, private markets can offer options, especially in private equity secondaries, large corporate direct lending, asset-backed finance, and other areas.
![Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara](/content/dam/apolloaem/images/insights/view-from-apollo/View-from-Apollo-Podcast.png)
Market Insight | View from Apollo
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature of private market transactions can help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.
![The Search for Risk Premium with Apollo Strategist Alex Wright](/content/dam/apolloaem/images/insights/view-from-apollo/View-from-Apollo-Podcast.png)
Investment Insight | View from Apollo
The Search for Risk Premium with Apollo Strategist Alex Wright
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, about their views on where to find attractive risk premia at a time of elevated interest rates and lofty public market valuations. This episode also tackles a top-of-mind question: Is the private credit market growing too fast?