In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Sløk discusses his 2025 Economic Outlook with forecasts for GDP, inflation, and monetary policy. Plus: What are the implications for capital markets?
In conversation with Apollo’s Global Head of Content Strategy, J.P. Vicente, Torsten discusses the outlook for the US economy in 2025, including forecasts for GDP, inflation, and monetary policy. Torsten shares his thinking on why the US economy finds itself charting its own path in the post-pandemic era, as well as his thoughts on the main risks facing the economy. Plus: What are the implications for capital markets and portfolio allocation in the year ahead?
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
December 17, 2024
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December 17, 2024
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December 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.
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.
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.
