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.
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.
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.
Beyond 60/40: Private Assets in an Era of High Public Valuations
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.
3 Things Investors Should Keep in Mind When Eyeing Opportunities in this Asset Class
Eric Hanno, Co-Head of Apollo Aligned Alternatives shares his insights in the alternatives sector with Sara Allen, Livewire Markets across 3 videos.
The Little-known Asset Class Providing Equity-like Returns in Uncertain Times
If it all feels like the world is standing on a precipice, that’s because in many ways we are.
How a Gap in the Banking Sector is Generating Returns
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.
Where Apollo is Finding ‘S&P Like Returns’ with a Third of the Volatility
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.
Private Equity Investing in a New Paradigm: Dislocation Creates Opportunity
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.