In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Sløk speaks with Jess Lipsey, a Partner in the Real Assets Group at Apollo, about the implications of the start of a Fed easing cycle on a real estate market in which valuations have reset and may have bottomed out.
Torsten and Jess discuss how a combination of strong fundamentals and falling rates could create opportunities for investors—especially in real estate equity.
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
October 17, 2024
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Market Insight | View from Apollo
October 17, 2024
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Market Insight | View from Apollo
October 17, 2024
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Listen to Apollo Chief Economist Torsten Slok and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?
Credit markets are entering 2025 in a solid position. Although risks may appear one-sided given spreads are near multi-year tights, we expect the fundamental and technical backdrop to remain strong.
Payment in Kind (PIK) is an interesting and sometimes controversial feature of credit markets, especially private credit. Learn about PIK, understand the risks in the various types of PIK, and explore how it can impact credit portfolios.
