In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment.
In a wide-ranging conversation, the episode explores credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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“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.
