Market Insight | Overheard at Apollo
June 04, 2023
Overheard @ Apollo: Apollo Funds' Agreement to Acquire Arconic
Following Apollo Funds' recent $5bn agreement to acquire Arconic, Partner Gareth Turner discusses the growing demand for aluminum solutions across a wide range of industrial end markets and outlines a number of compelling sustainability benefits the material can offer versus more traditional alternatives. Listen to the latest episode of Overheard @ Apollo
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41:41
Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape.
Software has been one of private equity’s most active sectors over the past decade, supported by recurring revenue, leverage and expanding multiples. Today, that model is being reassessed. Higher interest rates and accelerating AI disruption are challenging long-held assumptions around growth durability and valuation.
20:19
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
