In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Jess Lipsey, a Partner in the Real Assets Group at Apollo, about the implications of the start of a Fed easing cycle on a real estate market in which valuations have reset and may have bottomed out.
Torsten and Jess discuss how a combination of strong fundamentals and falling rates could create opportunities for investors—especially in real estate equity.
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
October 17, 2024
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Market Insight | View from Apollo
October 17, 2024
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Market Insight | View from Apollo
October 17, 2024
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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.
