In a new episode of The View from Apollo podcast, Chief Economist Torsten Sløk talks with Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in the credit markets and potential opportunities in private credit.
Torsten and Jim explore the economic backdrop, recap the performance of credit markets so far in 2023, discuss the importance of vintage today, and delve into details around potential opportunities—from company size to fundamental characteristics, to sectors of interest. Learn about the credit markets and gain insight on private credit investing in this extensive episode.
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
September 11, 2023
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Market Insight | View from Apollo
September 11, 2023
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Market Insight | View from Apollo
September 11, 2023
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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.
Market participants often ask why large corporate borrowers would choose a private solution for financing rather than the public markets, especially in the current environment. In this paper, we answer that question and explore the lasting power of private credit, the landscape of the debt markets, potential opportunities, and pitfalls to avoid.
The US economy remains strong with no signs of a major slowdown going into 2025. We see interest rates staying higher for longer on a relative basis (regardless of the Fed’s easing campaign) as inflation remains above target, employment strong, and spending robust.
