Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?

Mid-Year Outlook:
At the Crossroads of Stagflation—What’s Next?

US tariffs have climbed to their highest level in nearly 90 years, fueling market volatility and creating uncertainty for corporations. The result? We see slower growth, higher inflation, and rates staying higher for longer. While we don’t foresee a recession, we expect headwinds on both supply and demand fronts.

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The Continental Shift: Europe’s Private Credit Moment

The Continental Shift:
Europe’s Private Credit Moment

We believe European private credit is a fast-growing market with the potential to rival the US, offering scale, attractive risk-adjusted returns, and valuable geographic diversification.

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Hybrid Investments: Flexible Structures for Volatile Times

Hybrid Investments: Flexible
Structures for Volatile Times

Watch Jason Scheir, Head of Apollo Hybrid Value, discuss why hybrid capital—which can offer debt and equity features— is gaining momentum amid heightened market volatility and expectations for higher-for-longer interest rates.

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Private Credit Investing in Volatile Times

Private Credit Investing in Volatile Times

Jim Vanek, Partner and Co-Head Global Performing Credit, shares his views on why demand for private credit is expected to remain strong as the need for large, flexible direct lending persists and is likely to be reinforced by economic uncertainty.

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Credit Investing Amid Post “Liberation Day” Uncertainty

Credit Investing Amid Post “Liberation Day” Uncertainty

Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the Trump administration’s new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?
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Upcoming Events

On-Demand Classes

The Apollo Academy also offers additional CE-credit events on the discipline of alternatives investing as well as on key investing and economic top-of-mind topics, so you can keep your skills brushed up and your mind sharp for the ever-changing landscape of the capital markets.

Class 25Mid-Year Outlook: At the Crossroads of Stagflation — What’s Next?
Now On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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Topics

  • Watch Torsten Sløk, Chief Economist at Apollo, discuss his views on what’s next for the US economy and capital markets in the second half of 2025. A Q&A session will follow the presentation.

    In this class, Torsten covers:
    • What are the headwinds facing the US economy?
    • What’s in store for the Fed, GDP, growth, and inflation?
    • What impact can be expected in capital markets?
Class 24Hybrid Investments: Flexible Structures for Volatile Times
Now On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Watch Jason Scheir, Head of Apollo Hybrid Value, explain why hybrid capital is gaining momentum amidst heightened market volatility and expectations for higher-for-longer interest rates. A Q&A session will follow the presentation.

    In this class, Jason covers:
    • What is hybrid capital and how can it help portfolios today?
    • The current supply-demand imbalance for hybrid capital and how it can create opportunities
    • The anatomy of typical hybrid transactions
    • The potential benefits of deploying hybrid capital in investor portfolios
Class 23Private Credit Investing in Volatile Times
Now On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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Topics

  • Watch Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discuss his views on investing in private credit at a time of high volatility.

    In this class, Jim covers:
    • Current landscape for rates, spreads, and expectations going forward
    • State of demand for private credit
    • Where is capital being deployed today and why?
    • Thoughts on a modern approach to core-plus fixed income investing
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Why Alternatives in Your Retirement Portfolio

A long-held mantra—that a diversified portfolio of public equities and bonds is the key to a successful retirement plan—is now being challenged by secular shifts taking place in financial markets today, including the end of the monetary printing press that started in 2008. What’s an investor to do? Lead Portfolio Manager Matt O’Mara tackles this question in our latest white paper.

Read the White Paper
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On Demand: Alternative Investing Course 2.0

Session 2Alternative Investing Essentials Part Two
Now Available On Demand

Credits

4

CFP / IWI / CFA
CE Credits

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Topics

  • Real Estate
  • Infrastructure
  • Digital Assets
  • Hedge Funds
Session 3Practical Considerations
Now Available On Demand

Credits

2.5

CFP / IWI / CFA
CE Credits

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Topics

  • Commodities
  • Understanding Portfolio Construction
    • Asset Allocation
    • Risk Considerations
    • Fund Structures
    • Fees

Alternative Perspectives

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Master the Basics

Apollo defines “alternatives” as an alternative to publicly traded stocks and bonds, seeking excess returns at every point along the risk-reward spectrum. We group our solutions in three categories: Equity, Hybrid (as defined as a mix of equity and debt), and Yield. Apollo’s introductory videos describe the basics of each alternative asset class. Taught by Keith Black, Adjunct Faculty at the University of Massachusetts, the videos cover the full spectrum of alternative asset classes (including venture capital and commodities, which Apollo’s solutions don’t currently address). They provide a broad understanding of the space for those seeking to invest in, or to augment, their exposure to alternatives.