The Daily Spark
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US Fiscal Outlook Starting to Play a Role for Long-Term Interest Rates
The two charts below show that US long rates are disconnecting from Fed expectations and oil prices. Despite the market…
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Long-Term Outlook for US and Europe
The long-term growth outlook for Europe has deteriorated steadily over the past 20 years, see chart below. The long-term growth…
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Nuclear Power Coming Back?
Data centers need a lot of energy, and there is more talk about nuclear power playing a bigger role. There…
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Upcoming Events
Class 18 Building the Future: Understanding the Tailwinds Behind Infrastructure Investing November 19, 2024 • 11:00am ET
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- David Cohen, Partner on Apollo’s Infrastructure Team, analyzes the secular and macroeconomic forces fueling infrastructure demand and discusses an investment framework that, in his view, can create long-term value for infrastructure companies.
In this class, David will cover:- Why invest in infrastructure today?
- Current macroeconomic and secular trends supporting infrastructure
- The anatomy of modern private infrastructure investing and portfolio management
- How infrastructure can impact the risk-return profile of a 60/40 portfolio
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 17 Clean Transition Investing: Going Where the Opportunities Are
Now On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Brad Fierstein and Joseph Romeo, Partners in Apollo’s Sustainability & Infrastructure Group, discuss their views on the landscape for clean transition investing and why an opportunistic approach across asset classes can be particularly important today. The presentation will be followed by a Q&A.
In this class, Brad and Joseph cover:- How current funding shortfalls in the category can create investment opportunities
- The importance of investing across the capital stack
- What to consider when allocating to clean transition
Class 16 2024 Mid-Year Outlook: An Unstable Economic Equilibrium
Now On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Watch Torsten Sløk, Chief Economist at Apollo, discuss his views on what’s in store for the economy and capital markets in the second half of 2024.
In this class, Torsten covers:- The lagged effects of the Fed’s rate hikes
- The dramatic economic tailwind generated by the Fed “pivot”
- The outlook for the US consumer, corporates, and the banking sector
- The outlook for inflation and interest rates
- Implications for financial markets
Class 15 Private Equity Secondaries: Liquidity Needs Can Create Opportunity
Now On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Konnin Tam, Co-Head of Apollo’s S3 Sponsor & Secondary Solutions business, discusses the evolution, current landscape, and the growing opportunities in private equity secondaries. The presentation will be followed by a Q&A session.
In this class, Konnin covers:- The growth of PE secondaries
- Key drivers for secondaries today
- How a liquidity-challenged market environment can create opportunities
- The role of secondaries in private investment portfolios
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.
On Demand: Alternative Investing Course 2.0
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
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
Alternative Perspectives
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Expanding the Toolkit: How GP-Led Transactions Can Enhance Secondary Strategies
Innovation has helped to destigmatize GP-led transactions, establishing the practice as a mainstream liquidity management tool for GPs today…
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Real Estate: Is This the Entry Point We’ve All Been Waiting For?
Listen to Apollo Chief Economist Torsten Sløk and Jess Lipsey, a Partner in the Real Assets Group at Apollo, discuss…
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Portfolio Allocation Views: The Search for Risk Premia
With rates still expected to stay “higher for longer,” risk premia in public equities and public fixed income is narrow…
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.
