Investment Knowledge
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Mid-Year Outlook: Inflation to Keep Cost of Capital High until 2024
The US economic outlook has deteriorated compared to six months ago. Most people now believe…
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Clean Transition Investing: From Managing Risk to Unprecedented Opportunity
The world requires substantial investment in the transition to cleaner sources of energy. We view investment in…
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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…
Economic Intelligence
The Weekly Brief
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Europe in Stagflation
With inflation forecasts rising and growth forecasts falling in Europe, we can expect the ECB to keep rates elevated.
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Recession Probability
Risks of a recession remain elevated in the US, UK, and Europe according to the consensus view.
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Employment Keeps Slowing
There continues to be downside risks from the Fed hiking rates, including the continued slowdown in employment growth.
The View From Apollo
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How Important Is Vintage in Private Credit Investing Today?
Listen to Apollo Chief Economist Torsten Sløk talk to Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in…
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Can Alternatives Replace Public Equity?
Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black,…
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Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?
Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation…