DiscoverThe View From ApolloWhat’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality
What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality

What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality

Update: 2025-10-23
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In this episode of The View From Apollo, Apollo Global Head of Product Akila Grewal breaks down why private credit’s growth reflects fundamentals, not froth, and how investors are evolving their portfolios to balance liquidity, yield, and long-term opportunity across private markets.

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What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality

What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality

Apollo Global Management