2023 Macro Outlook

2023 Macro Outlook

Register today for our upcoming webcast with Torsten Sløk, Apollo’s Chief Economist. In this class, Torsten will discuss his views on what’s in store for the economy and capital markets in 2023, including his views on the outlook for the global economy, what to expect from the Federal Reserve, and potential impacts on equity and fixed-income markets.
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Introducing Apollo Academy
Why Credit Now

Why Credit Now

After almost 15 years of persistently low rates, yield has returned to fixed-income markets. As 2023 approaches, we believe rising volatility has created a historic entry point as investors can deploy capital at attractive yields across a wide spectrum of credit investments, from direct lending to dislocated debt.
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Introducing Apollo Academy
Get the Apollo Academy Certificate

Get Course Certified

Register today for the Apollo Academy course on Alternative Investing. We offer 10+ hours of on-demand classes—complete with CE credit certificates—ranging from in-depth discussions on key asset classes to portfolio construction, asset allocation, risk considerations, vehicles, and more.
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Get the Apollo Academy Certificate

Master the
Basics

Master the Basics

Master the
Basics

Watch our introductory videos to master the basics of each key alternative asset class, including private equity, private credit, venture capital, real estate, infrastructure, digital assets, hedge funds, and more.
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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 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.

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 challenge they’re facing today: How the end of a long period of loose monetary conditions—combined with other secular shifts taking place in financial markets today—have coalesced to challenge the long-held mantra that a 60/40 portfolio of public equities and bonds is the key to a successful retirement plan.

Upcoming Events

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 22023 Economic and Capital Markets Outlook
Thursday, December 15, 2022 • 11AM ET

Credits

1

CFP / IWI / CFA
CE Credit

Topics

  • Torsten Sløk, Apollo’s Chief Economist, will discuss his views on what’s in store for the economy and capital markets in 2023.

    In this event, Torsten will cover:
    • Outlook for the global economy in the year ahead
    • What to expect from the Federal Reserve
    • Potential impacts on equity and fixed-income markets

On-Demand: Alternative Course Investing

Session 2Alternative Investing Essentials Part Two
Now Available On Demand

Credits

4

CFP / IWI / CFA
CE Credits

Topics

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

Credits

2.5

CFP / IWI / CFA
CE Credits

Topics

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

Additional On-Demand Classes

Class 1Why Alternatives in Retirement Portfolios
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Topics

  • Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, will discuss his views on why investing in alternatives matters to investors seeking to build wealth and save for retirement, especially at a time when traditional 60/40 portfolios of public equities and bonds are being challenged.

    In this event, Matt will cover:
    • Secular trends impacting alternative investments
    • Incorporating alternatives into traditional allocations
    • Establishing a diversified alternatives portfolio

The Daily Spark

Alternative Perspectives

Introductory Videos

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.