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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Investment Insight | View from Apollo
February 14, 2025
Market Insight | View from Apollo
January 17, 2025
Listen to Torsten Sløk, Apollo’s Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, aka Private IG.
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.
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.
