Apollo’s Matt O’Mara on stagflation, private credit, and why AI, energy and infrastructure will need billions in capital.

A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

Eric Hanno, Co-Head of Apollo Aligned Alternatives shares his insights in the alternatives sector with Sara Allen, Livewire Markets across 3 videos.

If it all feels like the world is standing on a precipice, that’s because in many ways we are.

It's not often that the terms "increased regulation" and "opportunity" appear in the same sentence. But for the team at Apollo Global Management, it's a theme they look at closely.

The tailwinds investors have enjoyed for the past few decades are abating and are unlikely to return in the immediate future, meaning a rethink of where returns will come from is required.

A paradigm shift happened in 2022, as the Fed ended years of loose money. Massive asset-price dislocation has created distressed, buyout, and carve-out opportunities for PE investors.

Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.

Apollo Global Management believes that alternatives will play a key role in helping investors tackle current portfolio challenges. That is why they have created the Apollo Academy.