In a new episode of The View from Apollo podcast, Apollo Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Slok discuss the precarious outlook for the US economy as policymakers try to tame inflation without sending the economy into recession.
It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, interest rates, and consumer spending.
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
June 26, 2024
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Market Insight | View from Apollo
June 26, 2024
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Market Insight | View from Apollo
June 26, 2024
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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.
