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 1 Alternative Investing Essentials Part One
Now Available On Demand
Credits
4
CFP / IWI / CFA
CE Credits
Topics
- Understanding Capital Markets
- Private Equity & Venture Capital
- Private Credit & “Hybrid”
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
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Most People Still Working From Home One or More Days a Week
About 2/3 of US workers work from home at least one day a week, see chart below. For more, see…
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More Fed Clarity is Helpful for Credit
With Fed hikes coming to an end and more clarity about what the Fed will do, we should continue to…
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It Continues To Look Like a Soft Landing
ECI wage inflation is coming down, and the consensus is expecting nonfarm payrolls on Friday to come in at 190K,…
Alternative Perspectives
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Soft Landing Ahead?
For every month that inflation ticks lower and the economy holds strong, we get closer to a soft landing scenario.
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Opportunities in US Real Estate: Three Ideas for 2023 and Beyond
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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The Current State of Real Estate: A Look at the US Market
In the latest episode of “The View from Apollo” our Chief Economist, Dr. Torsten Slok, speaks with Philip Mintz, a…
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.
