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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Market Insight | View from Apollo
February 13, 2024
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Market Insight | View from Apollo
February 13, 2024
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Market Insight | View from Apollo
February 13, 2024
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Listen to Apollo Chief Economist Torsten Slok and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?
Investment Insight | View from Apollo
Beyond 60/40: Private Assets in an Era of High Public Valuations
Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara about how a combination of elevated public stock and bond public valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.
Credit | Investment Insight
The Evolution of Sustainable Credit & Platforms at Apollo (Volume III): Broadening the Scope of Sustainability
Building on Apollo’s longstanding commitment to transparency, this white paper provides an in-depth look into the foundational approach and recent developments undertaken by our Sustainable Credit & Platforms Team.
