Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.
Tags
Market Insight | View from Apollo
July 31, 2023
More Episodes
Market Insight | View from Apollo
July 31, 2023
This Series
Market Insight | View from Apollo
July 31, 2023
Play NextDecember 17, 2024
November 14, 2024
October 17, 2024
September 20, 2024
“Ultimately we do believe that there is a convergence occurring in terms of public market exposure and private, and that private plays a role as a replacement for a portion of both fixed income and equity allocation.”
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?
Apollo believes Investment Grade Private has the potential to generate attractive risk-adjusted returns but has been overlooked because it doesn’t fit neatly into the current asset allocation framework.
