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 NextOctober 17, 2024
September 20, 2024
“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.
