The View From Apollo

Listen to Apollo Chief Economist Torsten Sløk and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment. They cover a lot: credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.

Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, shares insights on the monumental investments required for the clean transition. She discusses the urgent need for private capital to address climate challenges and the potential of innovative technologies to drive change. The conversation explores U.S. legislative efforts aimed at stabilizing clean technology investments and the importance of sustainability in personal interests. Wassenaar also examines diverse investment strategies that can shape the future of carbon-free energy.

Jim Vanek, Co-Head of Global Performing Credit at Apollo, shares his expertise on the evolving credit markets and the importance of vintage in investing strategies. He discusses the challenges posed by rising interest rates and inflation, emphasizing the need for conservative lending practices. The conversation highlights lucrative opportunities in large-cap investments and the resilience of specific sectors, particularly healthcare technology. Personal insights on significant reads round out the rich discussion on navigating today's financial landscape.

Listen to Matt O'Mara and Keith Black discuss the concept of public equity replacement. They explore the reasons why investors should consider alternatives, the benefits of a portfolio of private assets, and the performance of an equity replacement portfolio. They also discuss the importance of liquidity in investments and the challenges faced by smaller investors. The speakers share personal experiences and give recommendations on artistic endeavors and upcoming events.

Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he provides his views on inflation, what’s next for the Fed, China’s outlook, and what it all can mean for investor portfolios.

Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment landscape and how capital markets dislocations have helped create an attractive entry point into the asset class.

Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, current opportunities, and the outlook for the asset class.

In the latest episode of “The View from Apollo” our Chief Economist, Dr. Torsten Slok, speaks with Philip Mintz, a Partner and co-head of Apollo’s Real Estate business. Tune in to hear Torsten and Philip’s thoughts on the state of the market today as the Federal Reserve and other key global central banks continue to tighten monetary conditions, changing public and private real estate valuations after massive dislocations in capital markets, their views on distressed investing, and much more.

Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt O’Mara, Partner and Portfolio Manager here at Apollo.In this episode you’ll hear Torsten and Matt’s thoughts on why investors should be moving beyond the public markets and incorporating alternatives into their investment portfolios. Is the 60/40 portfolio dead? Tune in to find out.

Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Jim Vanek, Partner and Co-Head of Global Performing Credit at Apollo.In this episode you’ll hear Torsten and Jim’s insights on opportunities in private credit and how rising interest rates are impacting the private lending market.