The View From Apollo

Private Credit Investing in a Post-Fed Rate Cut World Nov 13, 2024

Listen to Apollo Chief Economist Torsten Sløk and Jim Vanek, Co-Head of Global Performing Credit at Apollo, discuss their views on what’s next for credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President.

Real Estate: Is This the Entry Point We’ve All Been Waiting For? Oct 17, 2024

Listen to Apollo Chief Economist Torsten Sløk and Jess Lipsey, a Partner in the Real Assets Group at Apollo, discuss their views on what might come next for real estate in general and real estate equity in particular, in the wake of an aggressive rate cut by the US Federal Reserve.

The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? Sep 20, 2024

Listen to Apollo Chief Economist Torsten Sløk discuss his views on what the recent rate cut by the US Federal Reserve means for the future of US growth and inflation. Also: What impact will lower rates have on financial markets?

Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara Aug 02, 2024

Listen to Apollo Chief Economist Torsten Sløk and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature of private market transactions can help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.

The Search for Risk Premium with Apollo Strategist Alex Wright Jul 16, 2024

Listen to Apollo Chief Economist Torsten Slok and Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, discuss their views on where to find attractive risk premia at a time of elevated interest rates and lofty valuations. They also tackle a top-of-mind question: Is the private credit market growing too fast?

Mid-Year Outlook: An Unstable Economic Equilibrium Jun 26, 2024

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.

Real Estate: Opportunities and Risks in an Unprecedented Market May 23, 2024

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.

Building Resilience: Selecting the Right Assets for an Alternatives Portfolio May 08, 2024

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.

Private Credit Investing in a “Higher for Longer” Environment Apr 05, 2024

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.

How PE Secondaries Can Enhance Diversification in Volatile Times Mar 08, 2024

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.

Adjusting Portfolio Allocations Amid an Uncertain Outlook Feb 13, 2024

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.

What’s Next After the Fed “Pivot?” Dec 28, 2023

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.

Where to Find Opportunities in a Shifting Economic Landscape? Dec 05, 2023

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.

How to Think About the Role of Private Capital in the Clean Transition Nov 01, 2023

Listen to Apollo Chief Economist Torsten Sløk 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.

How Important Is Vintage in Private Credit Investing Today? Sep 05, 2023

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.

Can Alternatives Replace Public Equity? Aug 01, 2023

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.

Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed? Jul 07, 2023

Listen to Chief Economist Torsten Sløk discusshis mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content StrategyJ.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.

**Private Equity Investing Amid Market Dislocation** May 08, 2023
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.

Private Credit Investing in Times of Uncertainty Mar 22, 2023

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.

The Current State of Real Estate: A Look at the US Market Dec 06, 2022

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.

Why Alternatives? Sep 20, 2022

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.

A Closer Look at Private Credit Jul 06, 2022

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.

How should I be positioned? Jun 21, 2022

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.

Inflation, Interest Rates and a Divergent Macroeconomic Environment May 25, 2022

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

Making an Impact: The Future of Sustainable Investing May 03, 2022

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

Today’s Labor Market: What’s Working? Apr 04, 2022

In this episode of The View from Apollo, we interview Susan Arthur, CEO of CareerBuilder, and Billy Milam, CEO of EmployBridge, two of Apollo funds’ portfolio companies.

You’ll hear their views on:

The current state of the labor market, employment rates, and inflation
How Covid and technology are shaping talent management
The Great Resignation, and
How volatility and geopolitical risks are impacting American jobs

Capitalizing on Opportunity in the Insurance Ecosystem Dec 07, 2021

In this episode of The View from Apollo, we interview Matt Michelini, a Senior Partner at Apollo, head of our Asia-Pacific business and co-head of our Hybrid Value business.

You’ll hear Matt’s views on:

How Apollo is following its contrarian instincts in capitalizing on an exodus of capital from the insurance sector
How our traditional investment origination capabilities work with our insurance business
Apollo’s recent investments in Asia-Pacific financial services companies
The influence of regulatory change on Apollo’s insurance businesses globally
Matt’s thoughts on global opportunities in 2022 and beyond

Real Estate in 2021: A Global Opportunity Nov 29, 2021

In this episode of The View from Apollo, we interview Philip Mintz, one of the co-leaders of Apollo’s real estate investment division in the United States and Asia.

You’ll hear Philip’s views on:

How Apollo tries to manage inflation risk in real estate portfolios
The precariousness of the Chinese real estate market
Why India is an underappreciated real estate investment market
Compelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciences
How COVID-related back-to-work plans are impacting urban commercial real estate
And whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)

The View From Apollo Trailer Nov 05, 2021

Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroeconomic trends and break down how they’ll impact investors.

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