In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of elevated public stock and bond 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.
Torsten and Matt assess today’s market conditions, and discuss the potential benefits of private assets, which have historically outperformed following periods of elevated public equity valuations and interest rates.
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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Investment Insight | View from Apollo
March 12, 2025
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Investment Insight | View from Apollo
March 12, 2025
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Investment Insight | View from Apollo
March 12, 2025
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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.
Listen to Torsten Sløk, Apollo’s Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, aka Private IG.
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.
