We are excited to announce a new episode of “The View from Apollo,” a podcast delivering timely and insightful market insights from our Chief Economist, Dr. Torsten Slok.
In our latest episode Torsten speaks Matt O’Mara, Partner and Portfolio Manager here at Apollo. In this episode you’ll hear Torsten and Matt’s thoughts on why investors should be moving beyond the public markets and incorporating alternatives into their investment portfolios. Is the 60/40 portfolio dead? Tune in to find out.
“The View from Apollo” is a podcast featuring in-depth conversations between Torsten and thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it can mean for investors.
You can catch new episodes by subscribing to The View from Apollo on Spotify. Tune in with us!
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Market Insight | View from Apollo
September 20, 2022
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Market Insight | View from Apollo
September 20, 2022
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Market Insight | View from 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.
Market participants often ask why large corporate borrowers would choose a private solution for financing rather than the public markets, especially in the current environment. In this paper, we answer that question and explore the lasting power of private credit, the landscape of the debt markets, potential opportunities, and pitfalls to avoid.
