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Apollo on stagflation, private credit strength, and the coming AI infrastructure wave
19 May 25 Insight Alternatives

Apollo on stagflation, private credit strength, and the coming AI infrastructure wave

Apollo’s Matt O’Mara on stagflation, private credit, and why AI, energy and infrastructure will need billions in capital.
Mid-Year Outlook: At the Crossroads of Stagflation - What’s Next?
27 Jun 25 Insight Alternatives

Mid-Year Outlook: At the Crossroads of Stagflation - What’s Next?

Listen to Apollo Chief Economist Torsten Sløk discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and geopolitical conflict.
Infrastructure Investing: A Resilient Alternative in Times of High Inflation and Rates
07 Aug 25 Insight Alternatives

Infrastructure Investing: A Resilient Alternative in Times of High Inflation and Rates

In this thought piece, Apollo share their view on how they believe private infrastructure has remained resilient due to its inflation protection, stability, and policy support, though large-cap risks persist.
Lev Margolin's Four-Step Process for Finding Structural Winners
30 Oct 25 Insight Alternatives

Lev Margolin's Four-Step Process for Finding Structural Winners

In this Livewire podcast, System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.
Can Private Markets be the Alternative to Lofty Public Market Valuations?
13 Nov 25 Insight Alternatives

Can Private Markets be the Alternative to Lofty Public Market Valuations?

Soaring valuations and reduced diversification are putting pressure on the 60/40 portfolio model. It's time to look at private assets.
Why Manager Selection Matters in Alternative Investments
25 Nov 25 Insight

Why Manager Selection Matters in Alternative Investments

In our latest thought piece we discuss why choosing the right manager is essential to capture the benefits of alternatives.
Private Equity Opportunities in 2026: Value Creation in a Higher Rate World
21 Jan 26 Insight Alternatives

Private Equity Opportunities in 2026: Value Creation in a Higher Rate World

In 2026, private equity’s biggest wins may come from the market’s blind spots. Apollo shares their 2026 Private Equity Outlook .
Private Equity: Alpha in an Evolving Market
24 Nov 25 Insight Alternatives

Private Equity: Alpha in an Evolving Market

Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing market environment.
Correlation and How to Think About Diversifying Alternatives
20 Feb 26 Insight

Correlation and How to Think About Diversifying Alternatives

As investors seek more resilient portfolios, understanding correlation and the impact of uncorrelated investments is becoming increasingly important to achieving stronger long‑term outcomes.
Don’t Bet the Ranch: Hit Ratios, Asymmetry and Breadth
20 Feb 26 Insight Alternatives

Don’t Bet the Ranch: Hit Ratios, Asymmetry and Breadth

Suhail Shaikh at Fulcrum explores how hit ratio, asymmetry and breadth shape repeatable performance, showing why relying on any single driver can disappoint and how balanced strategies improve resilience and long‑term risk‑adjusted returns.