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 the relative attractiveness of opportunities across public and private markets.
Torsten and Matt highlight opportunities in the growing market for private equity secondaries, and discuss how private assets can be used to replace some public equity and fixed income exposures within 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.
Tags
Market Insight | View from Apollo
August 02, 2024
More Episodes
Market Insight | View from Apollo
August 02, 2024
This Series
Market Insight | View from Apollo
August 02, 2024
Play Next
Investment Insight | View from Apollo
July 16, 2024
Market Insight | View from Apollo
May 24, 2024
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.
Investment Insight | View from Apollo
The Search for Risk Premium with Apollo Strategist Alex Wright
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, about their views on where to find attractive risk premia at a time of elevated interest rates and lofty public market valuations. This episode also tackles a top-of-mind question: Is the private credit market growing too fast?
The buoyant demand for corporate debt that propped up primary markets this year came alongside pockets of distress in the riskier parts of the market. We expect this divergence to persist through 2024. In this outlook, we’ll explore the bifurcation in the market, investment themes—from AI to elections—in opportunistic credit, the vanishing liquidity premium in investment grade debt, and the relative value of BDC’s unsecured debt.
