The View From Apollo

Apollo Global Management
  • ٠٫٠ (٠)
  • استثمار

The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives.

  1. قبل ١٤ ساعة

    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.

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  2. ٢٤ يونيو

    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.

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  3. ٢ يونيو

    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.

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  4. ١٩ مايو

    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.

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  5. ٣٠ أبريل

    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

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  6. ٢٣ أبريل

    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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  7. ٣١ مارس

    Private Equity Portfolios: Three Key Dimensions of Diversification

    Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.

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  8. ١٢ مارس

    Torsten Slok on the US Economy: Resilience Under Pressure

    AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook. As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors.

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مشاهدة الكل (٥٣)

مقطع ترويجي

حول

The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives.

المعلومات

  • صناع العمل
    Apollo Global Management
  • سنوات النشاط
    ٢٠٢١ - ٢٠٢٦
  • الحلقات
    ٥٣
  • التقييم
    ملائم
  • حقوق النشر
    © Copyright 2026 The View From Apollo
  • موقع البرنامج على الويب
    The View From Apollo

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