Investment Knowledge
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A Reset in Software — And Why Discipline Always Matters
Software has been one of private equity’s most active and crowded sectors over the past decade…
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Why Real Estate in 2026?
After a rate-driven repricing that began in 2022, real estate valuations have adjusted meaningfully while underlying…
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Public Equity Markets Have Changed—Why Do Portfolios Still Look the Same?
Public equity markets have changed significantly over the past decade. The number of listed companies has declined…
The View From Apollo
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Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this…
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Torsten Slok on the US Economy: Resilience Under Pressure
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts…
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Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more…