Investment Knowledge
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Convergence: Insights on Fixed Income Replacement
Welcome to the debut edition of Convergence, a new series exploring the convergence of public and private credit markets and its potential implications for the future of fixed income portfolio construction.
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After 60/40: Modern Portfolio Allocation Across Private and Public Markets
Public markets now represent a shrinking slice of the real economy. So why do most model portfolios still look the same? In this new Apollo series, we explore how private markets can enhance portfolio outcomes.
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2026 Credit Outlook: From Scarcity to Selection—The Return of a Buyer’s Market
As we enter 2026, credit markets are undergoing a meaningful regime shift.
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2026 Outlook
As we head into 2026, Apollo Chief Economist Torsten Slok reflects on the surprising strength of the US economy…
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The Financing Gap in Sports: Unlocking a $2.5 Trillion Opportunity
Sports are no longer just culture or entertainment; they are a scalable, investable asset class…
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Hybrid in Action: Delivering Bespoke Capital Solutions in a New Market Paradigm
Sitting between private debt and equity, hybrid investments are increasingly in demand as companies continue to face higher…