Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the precarious outlook for the US economy as policymakers try to tame inflation without sending the economy into recession. It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, interest rates, and consumer spending.
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.
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.
Listen to Apollo Chief Economist Torsten Slok speak with Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, about the outsized and unprecedented investment required for the clean transition. Olivia and Torsten acknowledge the scale and cost of the climate crisis while also voicing optimism about the power and potential of public and private capital in addressing these challenges.
Listen to Apollo Chief Economist Torsten Sløk talk to Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in the credit markets, potential opportunities in private credit, and what to watch out for. Jim and Torsten engage in a wide-ranging discussion of the economy, the credit markets, the importance of vintage, and delve into details around potential opportunities in private credit.
Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.
Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he provides his views on inflation, what’s next for the Fed, China’s outlook, and what it all can mean for investor portfolios.
Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment landscape and how capital markets dislocations have helped create an attractive entry point into the asset class.
Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, current opportunities, and the outlook for the asset class.
In the latest episode of “The View from Apollo” our Chief Economist, Dr. Torsten Slok, speaks with Philip Mintz, a Partner and co-head of Apollo’s Real Estate business. Tune in to hear Torsten and Philip’s thoughts on the state of the market today as the Federal Reserve and other key global central banks continue to tighten monetary conditions, changing public and private real estate valuations after massive dislocations in capital markets, their views on distressed investing, and much more.
Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt O’Mara, Partner and Portfolio Manager here at Apollo. In this episode you’ll hear Torsten and Matt’s thoughts on why investors should be moving beyond the public markets and incorporating alternatives into their investment portfolios. Is the 60/40 portfolio dead? Tune in to find out.
Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Jim Vanek, Partner and Co-Head of Global Performing Credit at Apollo. In this episode you’ll hear Torsten and Jim’s insights on opportunities in private credit and how rising interest rates are impacting the private lending market.
Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed: The current macroeconomic environment The likelihood of a recession How elevated inflation is likely to impact monetary policy over the next few quarters, and Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.
Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets. Hear Torsten’s views on: · Expediting investment cycles and fundraising in private equity · Four factors primarily driving higher inflation · Getting constructive on commodities and green energy · The capital markets’ reaction to rising interest rates · An end to global monetary easing (for now)? · Three broad themes when considering investment opportunities
In this episode of The View from Apollo, we interview Dave Stangis, Partner at Apollo, and our Chief Sustainability Officer. You’ll hear Dave’s views on: How financial services firms are implementing (and measuring) sustainable practices How ESG and clean energy capital commitments fit into Apollo’s investment process How asset managers are staying ahead of changing regulations and pledges The impact of COVID on sustainability considerations, and Where Apollo is seizing opportunities in the space