2023 Macro Outlook

2023 Macro Outlook

After a tumultuous 2022, the US economic and capital markets outlook for 2023 suggests that inflation may have peaked, employment remains strong, and the odds of the Fed engineering a soft-landing have increased. A less aggressive Fed can be bullish for asset prices. Watch Apollo Chief Economist Torsten Sløk’s 2023 Outlook class on demand and download his white paper.
WATCH THE CLASS DOWNLOAD THE PAPER
Introducing Apollo Academy
Three ideas for US Real Estate Investing in 2023

Three Ideas for US Real Estate Investing in 2023

It’s a new year, but much remains the same: Inflation has stayed high, money tight and credit scarce; and capital markets are still volatile. Although we don’t believe that price volatility is fully behind us yet, we see three specific pockets of opportunities in the US real estate market in the new year and beyond.
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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
What’s Next for US Real Estate?

What’s Next for US
Real Estate?

Listen to Apollo Chief Economist Torsten Sløk and Co-Head of Apollo Real Estate Business Philip Mintz discuss the state of the US real estate market, changing public and private market valuations, distressed investing, and much more.
LISTEN TO THE EPISODE
Introducing Apollo Academy
Corporate Direct White Paper

Large Corporate Direct Lending Primetime

An unprecedented market backdrop—a global pandemic, enhanced geopolitical risks, rising inflation and market volatility—has largely shut down traditional public avenues of financing for large corporate borrowers. We believe this is the time for private lenders to fill the void and provide strategic, bespoke financing solutions to large corporations.
DOWNLOAD THE WHITE PAPER
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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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

Class 3Private Credit: An Allocation Strategy for 2023
February 28, 2023 • 11:00AM ET

Credits

1

CFP / IWI / CFA
CE Credit

Topics

  • Jim Vanek, Co-Head of Apollo’s Global Performing Credit business, discusses his views on the current investment landscape for private credit and what it can mean for investors’ allocations in 2023 and beyond. The presentation will be followed by a Q&A session.

    In this class, Jim will cover:
    • What’s the outlook for private credit in 2023?
    • What are current opportunities and entry points?
    • Why is private credit a key portfolio allocation strategy?
Class 4Private Equity Investing Today: Dislocation Creates Opportunity
March 28, 2023 • 11:00AM ET

Credits

1

CFP / IWI / CFA
CE Credit

Topics

  • David Sambur and Matt Nord, both Partners and Co-Heads of Private Equity at Apollo, discuss their views on the private equity investment environment and how recent dislocations in capital markets have created an attractive entry point into the asset class today. The presentation will be followed by a Q&A session.

    In this class, David and Matt will cover:
    • Why invest in private equity and how to unlock value?
    • State of PE investing: What happens when cheap money goes away?
    • Allocating to PE today: Why 2023 is likely to be a good vintage year
Class 5Real Estate: What Lies Ahead for Investors and Why?
April 25, 2023 • 11:00AM ET

Credits

1

CFP / IWI / CFA
CE Credit

Topics

  • Randy Anderson, PhD, Partner, Real Estate at Apollo, discusses his views on what lies ahead for real estate investors—both private and public—in light of recent market corrections. The presentation will be followed by a Q&A session.

    In this class, Randy will cover:
    • The state of the real estate market
    • How to search for value amid stressed public-market valuations
    • Secular trends driving opportunities in public and private real estate

On Demand: Alternative Investing Course

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

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 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, discusses 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 class, Matt covers:
    • Secular trends impacting alternative investments
    • Incorporating alternatives into traditional allocations
    • Establishing a diversified alternatives portfolio
Class 22023 Economic and Capital Markets Outlook
Now Available On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Topics

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

    In this class, Torsten covers:
    • The outlook for the global economy in the year ahead
    • What to expect from the Federal Reserve
    • Potential impacts on equity and fixed-income markets

The Daily Spark

Alternative Perspectives

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.