Investment Knowledge
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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.
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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…
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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…
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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…