In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Randy Anderson, a partner in the Real Assets Group at Apollo, about how elevated interest rates and other factors have affected valuations across the four real estate quadrants of public equity and debt, and private equity and debt. Randy also takes a closer look at important issues in office and other sectors, and discusses his views on where relative value lies in today’s environment.
Listen to the episode on Spotify
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.
Tags
Market Insight | View from Apollo
May 24, 2024
More Episodes
Market Insight | View from Apollo
May 24, 2024
This Series
Market Insight | View from Apollo
May 24, 2024
Play Next
Market Insight | View from Apollo
November 14, 2024
Market Insight | View from Apollo
October 17, 2024
Market Insight | View from Apollo
September 20, 2024
Investment Insight | Regional Spotlight
Regional Q&A: Apollo in Japan with Tetsuji Okamoto and Noriaki Matsuo
Tetsuji Okamoto and Noriaki Matsuo recently sat down for a Q&A to discuss the growing need for retirement income in Japan's aging society and how private market strategies can help investors weather periods of market volatility.
Equity | Investment Insight
Building Better Businesses: How Apollo Equity Helps Drive Value Through Portfolio Company Decarbonization
The whitepaper builds on Apollo’s longstanding commitment to transparency and expertise in equity strategies by providing an in-depth look into how the Apollo Responsible and Sustainable Operations team helps drive value through portfolio company decarbonization.
The buoyant demand for corporate debt that propped up primary markets this year came alongside pockets of distress in the riskier parts of the market. We expect this divergence to persist through 2024. In this outlook, we’ll explore the bifurcation in the market, investment themes—from AI to elections—in opportunistic credit, the vanishing liquidity premium in investment grade debt, and the relative value of BDC’s unsecured debt.
