The View From Apollo Torsten Slok

Listen to Apollo Chief Economist Torsten Sløk speak with Randy Anderson, a partner in the Real Assets Group at Apollo, about how surging interest rates have contributed to unprecedented conditions in the US real estate market, and how opportunities can be found as rates stay higher for longer.

Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can help mitigate volatility at a time of high asset-class correlation, and how adding alternatives with a focus on factors such as cash-flow generation and valuation can make portfolios more resilient.

Listen to Apollo Chief Economist Torsten Sløk speak with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit. Their wide-ranging conversation assesses current market conditions, discusses how the private credit market is growing and evolving, and identifies areas where they see opportunities arising for investors in the months ahead.

Listen to Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty. It’s a wide-ranging conversation, covering different types of secondaries, how to deploy them in portfolios, and much more.

Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at the Firm, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.

Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the implications of the Fed’s surprising December 2023 “pivot” and its potential effects on the economy and capital markets in 2024. It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending, and a whole lot more.