Apollo is 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.
This podcast features 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.
In this episode Torsten speaks with Philip Mintz, Partner and co-head of Apollo’s Real Estate business. You’ll hear Torsten and Philip’s thoughts on the state of the market today as the Federal Reserve and other key global central banks continue to tighten monetary conditions, changing public and private real estate valuations after massive dislocations in capital markets, their views on distressed investing, and much more.
You can catch new episodes by subscribing to The View from Apollo on Spotify.
Tags
Market Insight | View from Apollo
December 07, 2022
More Episodes
Market Insight | View from Apollo
December 07, 2022
This Series
Market Insight | View from Apollo
December 07, 2022
Play NextSeptember 20, 2024
June 26, 2024
Market Insight | View from Apollo
After the Fed Cut: What’s Next for the Economy and Financial Markets?
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok shares his views on what the recent rate cut by the US Federal Reserve means for the economy and financial markets.
Innovation has helped to destigmatize GP-led transactions, establishing the practice as a mainstream liquidity management tool for GPs today. In this paper, we explore how GP-led deals can offer concentrated exposure to high-quality managers and assets, compounding the overall advantages of secondary strategies.
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.
