The View From Apollo

Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed: The current macroeconomic environmentThe likelihood of a recessionHow elevated inflation is likely to impact monetary policy over the next few quarters, andAsset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.

Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets.Hear Torsten’s views on:·      Expediting investment cycles and fundraising in private equity·      Four factors primarily driving higher inflation·      Getting constructive on commodities and green energy·      The capital markets’ reaction to rising interest rates·      An end to global monetary easing (for now)?·      Three broad themes when considering investment opportunities

In this episode of The View from Apollo, we interview Dave Stangis, Partner at Apollo, and our Chief Sustainability Officer. You’ll hear Dave’s views on:How financial services firms are implementing (and measuring) sustainable practicesHow ESG and clean energy capital commitments fit into Apollo’s investment processHow asset managers are staying ahead of changing regulations and pledgesThe impact of COVID on sustainability considerations, andWhere Apollo is seizing opportunities in the space

In this episode of The View from Apollo, we interview Susan Arthur, CEO of CareerBuilder, and Billy Milam, CEO of EmployBridge, two of Apollo funds’ portfolio companies.You’ll hear their views on:The current state of the labor market, employment rates, and inflationHow Covid and technology are shaping talent managementThe Great Resignation, and How volatility and geopolitical risks are impacting American jobs

In this episode of The View from Apollo, we interview Matt Michelini, a Senior Partner at Apollo, head of our Asia-Pacific business and co-head of our Hybrid Value business. You’ll hear Matt’s views on:How Apollo is following its contrarian instincts in capitalizing on an exodus of capital from the insurance sectorHow our traditional investment origination capabilities work with our insurance businessApollo’s recent investments in Asia-Pacific financial services companiesThe influence of regulatory change on Apollo’s insurance businesses globallyMatt’s thoughts on global opportunities in 2022 and beyond

In this episode of The View from Apollo, we interview Philip Mintz, one of the co-leaders of Apollo’s real estate investment division in the United States and Asia. You’ll hear Philip’s views on:How Apollo tries to manage inflation risk in real estate portfoliosThe precariousness of the Chinese real estate marketWhy India is an underappreciated real estate investment marketCompelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciencesHow COVID-related back-to-work plans are impacting urban commercial real estateAnd whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)

Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroeconomic trends and break down how they’ll impact investors.