Episodios

  • Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara

    Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
    Aug 2 2024
    Listen to Apollo Chief Economist Torsten Sløk and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature of private market transactions can help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.
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    28 m
  • The Search for Risk Premium with Apollo Strategist Alex Wright

    The Search for Risk Premium with Apollo Strategist Alex Wright
    Jul 16 2024
    Listen to Apollo Chief Economist Torsten Slok and Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, discuss their views on where to find attractive risk premia at a time of elevated interest rates and lofty valuations. They also tackle a top-of-mind question: Is the private credit market growing too fast?
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    25 m
  • Mid-Year Outlook: An Unstable Economic Equilibrium

    Mid-Year Outlook: An Unstable Economic Equilibrium
    Jun 26 2024
    Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the precarious outlook for the US economy as policymakers try to tame inflation without sending the economy into recession. It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, interest rates, and consumer spending.
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    49 m
  • Real Estate: Opportunities and Risks in an Unprecedented Market

    Real Estate: Opportunities and Risks in an Unprecedented Market
    May 23 2024
    Listen to Apollo Chief Economist Torsten Sløk speak with Randy Anderson, a partner in the Real Assets Group at Apollo, about how surging interest rates have contributed to unprecedented conditions in the US real estate market, and how opportunities can be found as rates stay higher for longer.
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    32 m
  • Building Resilience: Selecting the Right Assets for an Alternatives Portfolio

    Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
    May 8 2024
    Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can help mitigate volatility at a time of high asset-class correlation, and how adding alternatives with a focus on factors such as cash-flow generation and valuation can make portfolios more resilient.
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    24 m
  • Private Credit Investing in a “Higher for Longer” Environment

    Private Credit Investing in a “Higher for Longer” Environment
    Apr 5 2024
    Listen to Apollo Chief Economist Torsten Sløk speak with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit. Their wide-ranging conversation assesses current market conditions, discusses how the private credit market is growing and evolving, and identifies areas where they see opportunities arising for investors in the months ahead.
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    33 m
  • How PE Secondaries Can Enhance Diversification in Volatile Times

    How PE Secondaries Can Enhance Diversification in Volatile Times
    Mar 8 2024
    Listen to Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty. It’s a wide-ranging conversation, covering different types of secondaries, how to deploy them in portfolios, and much more.
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    32 m
  • Adjusting Portfolio Allocations Amid an Uncertain Outlook

    Adjusting Portfolio Allocations Amid an Uncertain Outlook
    Feb 13 2024
    Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at the Firm, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.
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    37 m