Investment Knowledge
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Filling the Void: The Opportunity in Large Corporate Direct Lending
An unprecedented market backdrop—a global pandemic, enhanced geopolitical risks, rising inflation, and market volatility—has largely shut down traditional public avenues…
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2023 Outlook: What’s Next for US Inflation, Growth, and Capital Markets?
After a tumultuous 2022, the US economic and capital markets outlook for 2023 suggests that inflation may have peaked…
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A Case for Credit: Opportunity Reaches Historic Entry Point as Yields Surge
After almost 15 years of persistently low rates, yield has returned to fixed-income markets. As 2023 approaches, we believe rising…
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Why Alternatives in Your Retirement Portfolio
Watch Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss how alternatives might help investors address a unique…
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How Alternatives Can Address Your 60/40 Portfolio Blues
A long-held mantra—that a diversified portfolio of public equities and bonds is the key to a successful retirement plan—is now…
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Is It Finally Time to Be Overweight Credit Again?
As we approach the mid-point of the year, we thought it was an opportune time to take stock on the…