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.
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Market Insight | View from Apollo
August 01, 2023
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Market Insight | View from Apollo
August 01, 2023
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Market Insight | View from Apollo
August 01, 2023
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Market Insight | View from Apollo
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
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 how alternative investments can be used to help mitigate volatility.
In this article, James Vanek, Partner and Co-Head of Global Performing Credit at Apollo, analyzes cyclical and secular trends putting upward pressure on interest rates, and discusses how credit market participants should be thinking about an environment in which rates remain elevated for the foreseeable future.
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit markets, and where they see opportunities arising for investors in the months ahead.