Investment Knowledge
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Multi-Asset Credit: The Asset-Backed Finance Allocation
The securitization market has evolved since its birth in the 70s, with its latest transformation offering the potential for…
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Beyond Beta: How to Use Alternatives to Replace Public Equity
A purpose-built portfolio of alternatives can replicate the return profile of public equities while mitigating key…
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Private Equity Investing in a New Paradigm: Dislocation Creates Opportunity
A paradigm shift happened in 2022, as the Fed ended years of loose money. Massive asset-price dislocation has created distressed…
Economic Intelligence
The Weekly Brief
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Recession Perspectives
In this edition of the Weekly Brief, we look back at prior recessions and how they compare to the current market environment.
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Restaurant Demand Slowing
Data from the Restaurant Performance Index shows that both expectations and current demand are falling. This could be a sign of softening in consumer services.
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Up or Down?
In this edition of the Weekly Brief, we take a close look at the arguments for long-term interest rates moving higher or lower.
The View From Apollo
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Private Equity Investing Amid Market Dislocation
Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment…
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Private Credit Investing in Times of Uncertainty
Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of…
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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…