Beyond 60/40: Private Assets in an Era of High Public Valuations
A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.
3 Things Investors Should Keep in Mind When Eyeing Opportunities in this Asset Class
Eric Hanno, Co-Head of Apollo Aligned Alternatives shares his insights in the alternatives sector with Sara Allen, Livewire Markets across 3 videos.
The Little-known Asset Class Providing Equity-like Returns in Uncertain Times
If it all feels like the world is standing on a precipice, that’s because in many ways we are.
How a Gap in the Banking Sector is Generating Returns
It's not often that the terms "increased regulation" and "opportunity" appear in the same sentence. But for the team at Apollo Global Management, it's a theme they look at closely.
Where Apollo is Finding ‘S&P Like Returns’ with a Third of the Volatility
The tailwinds investors have enjoyed for the past few decades are abating and are unlikely to return in the immediate future, meaning a rethink of where returns will come from is required.
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, buyout, and carve-out opportunities for PE investors.
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.
Apollo Academy
Apollo Global Management believes that alternatives will play a key role in helping investors tackle current portfolio challenges. That is why they have created the Apollo Academy.
Beyond Beta: How to Use Alternatives to Replace Public Equity
Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class. Public equity markets are becoming more concentrated, reducing both the opportunity set for investors and diversification levels within investment portfolios.