Can Private Markets Be the Alternative to Lofty Public Market Valuations?

Can Private Markets Be the Alternative to Lofty Public Market Valuations?

Explore the potential role of private markets in diversifying portfolios against a backdrop of heightened risks in public equity and bond markets.

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Demystifying the Opportunity in Investment Grade Private Credit

Demystifying the Opportunity in Investment Grade Private Credit

Apollo believes Investment Grade Private Credit is a growing part of the credit market that has the potential to generate attractive risk-adjusted returns but has been overlooked because it doesn’t fit neatly into the current asset allocation framework.

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2025 Economic Outlook: Firing on All Cylinders

2025 Economic Outlook: Firing on All Cylinders

The US economy remains strong with no signs of a major slowdown going into 2025. We see interest rates staying higher for longer on a relative basis as inflation remains above target, employment strong, and spending robust.

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2025 Credit Outlook: Defying Gravity

2025 Credit Outlook: Defying Gravity

Credit markets are entering 2025 in a solid position. Although risks may appear one-sided given spreads are near multi-year tights, we expect the fundamental and technical backdrop to remain strong.
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Private Credit: An Enduring Opportunity in Dynamic Market Cycles

Private Credit: An Enduring Opportunity in Dynamic Market Cycles

Demand for large-scale direct lending remains robust, underscoring the enduring nature of private credit through market cycles. We expect this trend to continue as borrowers seek multiple types of capital solutions as well as the customization, speed, and certainty of execution that can be provided by private lenders.
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Upcoming Events

Class 21 Beyond 60/40: Private Assets in an Era of Soaring Public ValuationsTuesday, February 25, 2025 • 11:00am ET

Credits

1

CFP / IWI / CFA
CE Credit

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Topics

  • In this class, Matt O’Mara, Partner, Insurance Solutions Group, explains why periods of lofty valuations on public stocks and bonds can represent an attractive entry point to private markets. A Q&A session will follow the presentation.

    In this class, Matt will cover:
    • The implications of soaring valuations for public equities and fixed income
    • Possible challenges for 60/40 portfolio allocations
    • The potential benefits of private assets, which have historically outperformed following periods of elevated public equity valuations and interest rates

On-Demand Classes

The Apollo Academy also offers additional CE-credit events on the discipline of alternatives investing as well as on key investing and economic top-of-mind topics, so you can keep your skills brushed up and your mind sharp for the ever-changing landscape of the capital markets.

Class 20 Investment Grade Private Credit as a Core Fixed Income AllocationNow On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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Topics

  • Akila Grewal, Partner, Global Head of Credit Product, takes a deep dive into a fast-growing segment of the credit market—Investment Grade Private Credit (Private IG)—and discusses how it can be deployed alongside public bonds to potentially enhance outcomes. The presentation will be followed by a Q&A.

    In this class, Akila covers:
    • What is Private IG and its evolution
    • Secular trends and key dynamics in the credit landscape
    • Potential opportunities in Private IG
    • The case for Private IG in portfolios
Class 19 2025 Economic Outlook: Firing on All Cylinders Now On Demand

Credits

1

CFP / IWI / CFA
CE Credit

Register Now

Topics

  • Watch Torsten Sløk, Chief Economist at Apollo, discuss his views for what’s next for the US economy and capital markets going into 2025.

    In this class, Torsten covers:
    • Why has the US economy been so resilient?
    • What’s in store for the Fed, GDP growth, and inflation?
    • What impact can be expected in financial markets?
Class 18 Building the Future: Understanding the Tailwinds Behind Infrastructure Investing
Now On Demand

Credits

1

CFP / IWI / CFA
CE Credit

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Topics

  • David Cohen, Partner on Apollo’s Infrastructure Team, analyzes the secular and macroeconomic forces fueling infrastructure demand and discusses an investment framework that, in his view, can create long-term value for infrastructure companies.

    In this class, David covers:
    • Why invest in infrastructure today?
    • Current macroeconomic and secular trends supporting infrastructure
    • The anatomy of modern private infrastructure investing and portfolio management
    • How infrastructure can impact the risk-return profile of a 60/40 portfolio
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Why Alternatives in Your Retirement Portfolio

A long-held mantra—that a diversified portfolio of public equities and bonds is the key to a successful retirement plan—is now being challenged by secular shifts taking place in financial markets today, including the end of the monetary printing press that started in 2008. What’s an investor to do? Lead Portfolio Manager Matt O’Mara tackles this question in our latest white paper.

Read the White Paper
Watch the Video

On Demand: Alternative Investing Course 2.0

Session 2Alternative Investing Essentials Part Two
Now Available On Demand

Credits

4

CFP / IWI / CFA
CE Credits

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Topics

  • Real Estate
  • Infrastructure
  • Digital Assets
  • Hedge Funds
Session 3Practical Considerations
Now Available On Demand

Credits

2.5

CFP / IWI / CFA
CE Credits

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Topics

  • Commodities
  • Understanding Portfolio Construction
    • Asset Allocation
    • Risk Considerations
    • Fund Structures
    • Fees

Alternative Perspectives

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Master the Basics

Apollo defines “alternatives” as an alternative to publicly traded stocks and bonds, seeking excess returns at every point along the risk-reward spectrum. We group our solutions in three categories: Equity, Hybrid (as defined as a mix of equity and debt), and Yield. Apollo’s introductory videos describe the basics of each alternative asset class. Taught by Keith Black, Adjunct Faculty at the University of Massachusetts, the videos cover the full spectrum of alternative asset classes (including venture capital and commodities, which Apollo’s solutions don’t currently address). They provide a broad understanding of the space for those seeking to invest in, or to augment, their exposure to alternatives.