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.
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.
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.
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.
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.
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.
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 .
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.
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.
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.