Investment Knowledge
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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…
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After 60/40: In Private Markets, Manager Selection Matters
While public markets have largely become a source of beta, dispersion among managers in the private markets remains wide.
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Private Equity Returns to Its Roots
Equity markets are entering a structurally different era. Public markets sit near record highs, driven by concentration, technical flows and negative equity risk premia — a tough starting point for future appreciation.
The View From Apollo
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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…
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Convergence: The Integration and Evolution of Credit Markets
In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about…