In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment.
In a wide-ranging conversation, the episode explores credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
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Market Insight | View from Apollo
December 07, 2023
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Market Insight | View from Apollo
December 07, 2023
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Market Insight | View from Apollo
December 07, 2023
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Listen to Torsten Slok, Apollo’s Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit — Private Investment-Grade Credit
Market Insight | View from Apollo
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
Torsten Slok, Apollo’s Chief Economist, and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations.
“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.”
