March 01, 2023
Infrastructure Investing: Embracing Complexity in Times of Structural Change
After a tumultuous 2022, the US economic outlook for 2023 remains cloudy. Renewed uncertainty about inflation and the Fed means markets will continue to be volatile. With that in mind, we believe that infrastructure can offer key attributes—downside protection, low correlation to markets, potential protection against inflation—for investors deploying capital today.
We believe that a nuanced infrastructure investment strategy with a disciplined, price-conscious investing mindset—purchase price matters—is more crucial than ever. We see the middle-market as the most fertile ground for opportunity, especially at a time when the large capitalization space is awash in capital.
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Credit markets are entering 2025 in a solid position. Although risks may appear one-sided given spreads are near multi-year tights, we expect the fundamental and technical backdrop to remain strong.
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, Apollo Partner and co-head of Apollo Aligned Alternatives, 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.
