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36:18
Private credit is a $40 trillion market spanning corporate and asset backed credit, and one that’s largely investment grade. Recently though, market volatility and the potential for increased AI-disruption has led to a lot of questions specifically around the sub-investment grade direct lending market. Recently, Alex Wright, Partner, and Global Wealth Strategist, sat down with Jim Zelter, Apollo’s firm President and a credit market veteran for over 40 years.
41:41
Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.
The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.
Asset light is out and hard assets are in, as trillions in digital infrastructure investment and balance sheet capacity will shape how AI-driven revenue scales across the economy.
After a rate-driven reset, real estate valuations have repriced, and supply remains limited. See why 2026 may represent an attractive point in the cycle to allocate.
4:43
Co-Head of Apollo’s Aligned Alternatives Eric Hanno explains why rising concentration, higher valuations and increased correlation in public markets may warrant an alternative approach to equity exposure.
20:19
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
Credit | Investment Insight
The Evolution of Sustainable Credit & Platforms at Apollo (Volume IV): Expanding the Reach of Sustainability
Building on Apollo’s longstanding commitment to transparency, this whitepaper provides an in-depth look into the foundational approach and recent developments undertaken by our Sustainable Credit & Platforms Team.
Wider performance dispersion in private markets is elevating the role of manager selection, with implications for asset allocation, risk management, and long-term returns.
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