Investment Knowledge
-
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…
-
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…
-
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…
-
Beyond Beta: How to Use Alternatives to Replace Public Equity
A purpose-built portfolio of alternatives can replicate the return profile of public equities while mitigating key…
-
Private Equity Investing in a New Paradigm: Dislocation Creates Opportunity
A paradigm shift happened in 2022, as the Fed ended years of loose money. Massive asset-price dislocation has created distressed…
-
Apollo Answers: What Is Liquidity?
Liquidity is a much-debated concept in investing because it is tied to a basic question most people have when…