Adjusting Portfolio Allocations Amid an Uncertain Outlook

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      Managing Director

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      Managing Director

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      In a new episode of The View from Apollo podcast, J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at Apollo, discuss the current state of the capital markets, the outlook for 2024, and the future of alternative investments in global wealth portfolios.

      In a wide-ranging conversation, the episode explores Alex’s thoughts on asset allocation in 2024, the “Magnificent Seven,” the future of the 60/40 portfolio, and investors’ growing realization of the power of “alternatives” as a replacement for both public equities and public debt in wealth portfolios.

      The View from Apollo features conversations with 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.

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