The Daily Spark
-
Outlook for China
Our latest outlook for China is available here. The consensus predicts a decline in China’s growth from its current rate…
-
Outlook for US Banks
Our outlook for the US banking sector is available here. Banking sector balance sheets are generally in good shape, and…
-
M&A Activity Very Weak
Measures of M&A activity are approaching the lowest levels in decades, driven by the double whammy of high uncertainty for…
Want it delivered daily to your inbox?
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 24Hybrid Investments: Flexible Structures for Volatile Times
Now On Demand
Credits
1
CFP / IWI / CFA
CE Credit
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
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
Class 22 Potential Implications of the Latest US Administration Policy ProposalsNow On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Watch Apollo Chief Economist, Torsten Sløk, and Craig Radcliffe, Managing Director in Public Policy at the Firm, discuss the potential impact of President Donald Trump’s policy proposals on the US macroeconomic landscape.
In this class, Torsten and Craig cover:- The impact of DOGE and tariffs on GDP and inflation
- DOGE implications for unemployment and consumer spending
- Further implications for trade tariffs
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
-
Private Credit Investing in Volatile Times
While not immune to the shifts in policy and the macroeconomic outlook, we expect to see resilient demand for private credit…
-
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…
-
Beyond 60/40: Private Assets in an Era of High Public Valuations
A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could…
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.
