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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Market Insight | View from Apollo
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
Torsten Slok, Apollo’s Chief Economist, and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations.
“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.
