The Allocation: Private Markets for the Total Portfolio

Apollo Global Management
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Private markets have moved from a portfolio complement to a core role. The question is no longer whether to invest, but how to allocate with precision. From credit to equity and everything in between, The Allocation focuses on specific asset classes and market outlooks. You will hear where private investments fit within the total portfolio, how they compare to public market equivalents, and the role they play in diversification and long-term performance. These conversations connect macroeconomic and thematic insights to allocation decisions. We explore how to approach sizing, structure and implementation across different mandates and portfolio frameworks. Produced by Apollo Global Management, The Allocation features leaders, investors and portfolio managers directly shaping these markets and offers a practical lens on how private markets are being integrated into portfolios today.

  1. 8月19日

    Sports as an Asset Class: The $2.5 Trillion Opportunity

    Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apollo’s strategic approach to the sports market. In this premier episode of The Allocation, Apollo Sports Capital CEO Al Tylis unpacks the forces driving sports as an investable asset class, including media rights, global fan engagement, hybrid financing demand and the evolution of team ownership. With the sports ecosystem now representing a $2.5 trillion opportunity, Tylis explains why financing, not just ownership, may be its most compelling play. For more on the sports investing landscape, read The Financing Gap in Sports: Unlocking a $2.5 Trillion Opportunity: https://www.apollo.com/wealth/insights-news/insights/2025/12/the-financing-gap-in-sports-unlocking-a-dollar-2-5-trillion-opportunity

  2. 予告編

    The Allocation Trailer: Private Markets for the Total Portfolio

    The View from Apollo podcast is now The Allocation. From credit to equity and everything in between, The Allocation explores the role of private markets in portfolios across asset classes and market environments.

  3. 7月8日

    Hybrid: Rethinking Risk and Return

    Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains why demand for flexible capital solutions is growing and why investors are increasingly drawn to hybrid's combination of equity-like return potential and credit-like downside protection.

  4. 6月24日

    Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets

    As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping manufacturing and investment opportunities, and how government policy is providing additional support for growth. He also discusses the implications for inflation, interest rates, asset allocation, and credit markets while outlining the key indicators he's watching for the months ahead. For more from Torsten and to see a replay of his full outlook webcast, visit ApolloAcademy.com. And you can subscribe to his Daily Spark newsletter at Apollo.com/daily-spark.

  5. 6月2日

    Real Estate: After the Reset

    Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.

  6. 5月19日

    Private Market Secondaries: The $225 Billion Market Many Wealth Investors Overlook

    On this episode of the View From Apollo’s Allocation Insights series, Alex Wright and Diana Sands are joined by Partner and Co-Head of Apollo's Sponsor & Secondary Solutions business Steve Lessar to discuss how private market secondaries have evolved from a niche liquidity tool to a core allocation of modern private market portfolios, which can offer immediate exposure to mature assets and attractive risk-adjusted return potential.

  7. 4月30日

    Finding Opportunity in a Converging Credit Market

    In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions are reshaping where and how investors find opportunity. With AI-driven disruption, geopolitical events and other dynamics in play, what looked like a more straightforward buyer’s market just months ago has evolved into a more nuanced market defined by dispersion, complexity and the need for deeper underwriting. In this conversation, Brian and John explore: • Why credit markets have become harder to navigate • How the convergence of public and private credit is redefining risk, pricing and opportunity • Today’s issuance boom (from hyperscalers to structured financing) • Why dispersion may be the defining theme for investors • How a bottoms-up, multi-asset approach is becoming essential in a more fragmented market

  8. 4月23日

    Investing Across the Credit Cycle

    In an evolving credit market, how should investors weigh opportunity and risk in the $40 trillion private credit landscape? In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana Sands and Alex Wright speak with four Apollo partners at the firm’s recent Credit Annual General Meeting – Akila Grewal, Chris Edson, Jim Vanek and Chris Lahoud – to explore how the breadth and integration of Apollo’s platform is designed to perform throughout credit cycles and capture value across the full credit spectrum. They share insight into how Apollo invests as a principal, manages risk, is deploying capital at scale and is navigating the cycle with a focus on consistent, risk-adjusted returns.

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番組について

Private markets have moved from a portfolio complement to a core role. The question is no longer whether to invest, but how to allocate with precision. From credit to equity and everything in between, The Allocation focuses on specific asset classes and market outlooks. You will hear where private investments fit within the total portfolio, how they compare to public market equivalents, and the role they play in diversification and long-term performance. These conversations connect macroeconomic and thematic insights to allocation decisions. We explore how to approach sizing, structure and implementation across different mandates and portfolio frameworks. Produced by Apollo Global Management, The Allocation features leaders, investors and portfolio managers directly shaping these markets and offers a practical lens on how private markets are being integrated into portfolios today.

情報

  • クリエイター
    Apollo Global Management
  • 配信期間
    21年 - 26年
  • エピソード
    55
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Copyright 2026 The Allocation: Private Markets for the Total Portfolio
  • 番組のWebサイト
    The Allocation: Private Markets for the Total Portfolio

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