The Allocation: Private Markets for the Total Portfolio

Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios

Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 t

Sports as an Asset Class: The $2.5 Trillion Opportunity

Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apo

The Allocation Trailer: Private Markets for the Total Portfolio

The View from Apollo podcast is now The Allocation. From credit to equity and everything in between, The Allocation explores the role of private markets in portfolios acr

Hybrid: Rethinking Risk and Return

Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains wh

Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets

As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far

Real Estate: After the Reset

Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like h

Private Market Secondaries: The $225 Billion Market Many Wealth Investors Overlook

On this episode of the View From Apollo’s Allocation Insights series, Alex Wright and Diana Sands are joined by Partner and Co-Head of Apollo's Sponsor & Secondary Soluti

Finding Opportunity in a Converging Credit Market

In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions ar

Investing Across the Credit Cycle

In an evolving credit market, how should investors weigh opportunity and risk in the $40 trillion private credit landscape? In our latest Allocation Insights episode on m

Private Equity Portfolios: Three Key Dimensions of Diversification

Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gosti

Torsten Slok on the US Economy: Resilience Under Pressure

AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target a

Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter

Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more important. In this episode of The

Convergence: The Integration and Evolution of Credit Markets

In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about the evolution and integration of public a

2026 Outlook: Resilience Meets Momentum

In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remaine

Private Equity: Alpha in an Evolving Market

In this episode of The View from Apollo, Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing market environment. Th

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

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 inve

Origination: The $40 Trillion Engine of Private Credit

The rapid growth in private credit markets has been fueled by a surge in new loan originations by private lenders. Apollo’s proprietary origination ecosystem is built to

Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios

As the Fed cut rates at its September meeting, tensions surfaced—between growth, inflation, employment, and the expectation of more cuts to come. In this episode of The V

The Asset-Backed Finance Market Is Having a Moment

In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The View from Apollo, Bre

Another Chance to Position Portfolios for Tariff Turmoil?

Listen to Apollo Chief Economist Torsten Sløk and Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, analyze conditions and valuat