In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about why rising volatility levels and correlation among asset classes are making traditional portfolio diversification techniques less effective, and discuss how alternative asset classes can help make portfolios more resilient.
Torsten and Matt discuss the influence of “investment factors” in private markets, and explore how the volatility-dampening features of alternative asset classes can be maximized by focusing on factors such as cash-flow generation and valuation.
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.
Tags
Market Insight | View from Apollo
May 08, 2024
More Episodes
Market Insight | View from Apollo
May 08, 2024
This Series
Market Insight | View from Apollo
May 08, 2024
Play Next
Market Insight | View from Apollo
October 17, 2024
Market Insight | View from Apollo
September 20, 2024
Market Insight | View from Apollo
August 02, 2024
Investment Insight | Regional Spotlight
Regional Q&A: Apollo in Japan with Tetsuji Okamoto and Noriaki Matsuo
Tetsuji Okamoto and Noriaki Matsuo recently sat down for a Q&A to discuss the growing need for retirement income in Japan's aging society and how private market strategies can help investors weather periods of market volatility.
Equity | Investment Insight
Building Better Businesses: How Apollo Equity Helps Drive Value Through Portfolio Company Decarbonization
The whitepaper builds on Apollo’s longstanding commitment to transparency and expertise in equity strategies by providing an in-depth look into how the Apollo Responsible and Sustainable Operations team helps drive value through portfolio company decarbonization.
In a recent Q&A, Apollo’s Chair of Australia and New Zealand David Moffatt joined us from Sydney to discuss trends impacting the Australian investment and retirement landscape, and what excites him most about the future of Apollo’s platform in the country.
