In a new episode of The View from Apollo podcast, Chief Economist Torsten Slok talks with Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in the credit markets and potential opportunities in private credit.
Torsten and Jim explore the economic backdrop, recap the performance of credit markets so far in 2023, discuss the importance of vintage today, and delve into details around potential opportunities—from company size to fundamental characteristics, to sectors of interest. Learn about the credit markets and gain insight on private credit investing in this extensive episode.
The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it can mean for investors.
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Market Insight | View from Apollo
September 12, 2023
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Market Insight | View from Apollo
September 12, 2023
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Market Insight | View from Apollo
September 12, 2023
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In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks 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 markets, and where they see opportunities arising for investors in the months ahead.
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.
J.P. Vicente, Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at Apollo, 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.
