Alternative Perspectives

Investment Knowledge

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  • Opportunities in US Real Estate: Three Ideas for 2023 and Beyond

    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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  • Filling the Void: The Opportunity in Large Corporate Direct Lending

    Filling the Void: The Opportunity in Large Corporate Direct Lending

    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.

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  • 2023 Outlook: What’s Next for US Inflation, Growth, and Capital Markets?

    2023 Outlook: What’s Next for US Inflation, Growth, and Capital Markets?

    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.

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Economic Intelligence

The Weekly Brief

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  • Soft Landing Ahead?

    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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  • Economy Slowing Down

    Economy Slowing Down

    Daily and weekly high-frequency indicators are beginning to show signs of weakness in the US economy.

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  • Hawkish Fed Loop

    Hawkish Fed Loop

    As inflation falls, markets may turn bullish, which could result in a slower descent to the Fed’s 2% target.

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The View From Apollo

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