In a new episode of The View from Apollo podcast, Apollo Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Slok discuss the precarious outlook for the US economy as policymakers try to tame inflation without sending the economy into recession.
It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, interest rates, and consumer spending.
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
June 26, 2024
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Market Insight | View from Apollo
June 26, 2024
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Market Insight | View from Apollo
June 26, 2024
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While the Fed’s rate hikes have reigned in growth, especially among over-levered consumers, corporates, and banks, the easing of financial conditions since the “Fed pivot” in December continues to offset the effect of higher rates. For the rest of 2024, we expect economic growth to be higher than consensus and inflation to stay above the Fed’s target. We see no Fed cuts in 2024.
Apollo Impact Mission is our dedicated strategy that seeks to leverage our decades of experience in private equity to create impact at scale through its investments.
Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in GP-led secondaries and heightened liquidity needs, we believe the secondaries market for PE will double or triple in size in the next five years.
