The View From Apollo

Randy Anderson, Partner at Apollo, discusses the impact of rising interest rates on the US real estate market, highlighting opportunities in debt and equity investments. They explore strategies for navigating investments in a higher rate environment, including diversification across sectors. Challenges in the real estate market are addressed, with proposed solutions like public-private partnerships. Personal recommendations and insights outside of real estate are also shared, along with a disclaimer for listeners.

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.

Apollo Chief Economist Torsten Sløk and Jim Vanek from Apollo discuss private credit investing in a 'higher for longer' interest-rate environment. They cover topics like market conditions, growth in private credit, opportunities for investors, tightening credit spreads, geopolitical risks, rising interest rates impact on leverage and default rates, and evolving landscape of private credit investments.

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.

Listen to Apollo Chief Economist Torsten Sløk and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment. They cover a lot: credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.

Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, shares insights on the monumental investments required for the clean transition. She discusses the urgent need for private capital to address climate challenges and the potential of innovative technologies to drive change. The conversation explores U.S. legislative efforts aimed at stabilizing clean technology investments and the importance of sustainability in personal interests. Wassenaar also examines diverse investment strategies that can shape the future of carbon-free energy.

Jim Vanek, Co-Head of Global Performing Credit at Apollo, shares his expertise on the evolving credit markets and the importance of vintage in investing strategies. He discusses the challenges posed by rising interest rates and inflation, emphasizing the need for conservative lending practices. The conversation highlights lucrative opportunities in large-cap investments and the resilience of specific sectors, particularly healthcare technology. Personal insights on significant reads round out the rich discussion on navigating today's financial landscape.

Listen to Matt O'Mara and Keith Black discuss the concept of public equity replacement. They explore the reasons why investors should consider alternatives, the benefits of a portfolio of private assets, and the performance of an equity replacement portfolio. They also discuss the importance of liquidity in investments and the challenges faced by smaller investors. The speakers share personal experiences and give recommendations on artistic endeavors and upcoming events.