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Another Chance to Position Portfolios for Tariff Turmoil?

The View From Apollo

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Navigating Economic Uncertainties: Shifting Focus to Private Markets

This chapter examines the effects of current economic conditions on investors, particularly addressing the challenges posed by elevated market valuations and concentrated equity markets. It highlights the unattractiveness of traditional investment options in both equities and fixed income, advocating for a strategic reallocation towards private markets. Additionally, the chapter explores opportunities in private equity, credit, and infrastructure, while also discussing the growing interest in non-U.S. assets and their potential for diversification.

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