Market Insight | Overheard at Apollo
August 09, 2023
Overheard @ Apollo: Torsten Slok on Barbie, the FOMC Meeting and Japanese Yield Curve Control
From Barbie, to the FOMC meeting, to Japanese yield curve control, Chief Economist Torsten Slok breaks down what it all can mean for financial markets in the latest episode of Overheard @ Apollo
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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.