Investment Knowledge
-
2026 Midyear Credit Outlook: Adoption, Financing and Investing in the Age of AI
AI is reshaping credit markets in ways that demand a more thoughtful approach to investing. Public markets are being stretched by record financing needs, spreads leave little room for error, and traditional notions of diversification are being tested. Learn more in our latest outlook. Key Takeaways: Credit fundamentals remain resilient, but the margin for error…
-
Private Credit Secondaries: A Differentiated Way to Access Private Markets
Learn how private credit secondaries can provide instant diversification, accelerated cash flow…
-
Private Equity: Six Key Considerations for Investors
With public equity markets near all-time highs and the future uncertain, we believe private equity…
The Allocation
-
Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios
Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services. Whether AI can earn back what’s being spent on it is a defining question of this investment cycle, with impacts to be…
-
Sports as an Asset Class: The $2.5 Trillion Opportunity
In the premiere episode of The Allocation, host Tal Barak Harif sits down with Al Tylis, CEO of Apollo Sports Capital, to explore why investors are increasingly exploring sports as an investable asset class. From media rights and global fan engagement to hybrid financing solutions and the evolution of team ownership, they discuss how the…
-
The Allocation Trailer: Private Markets for the Total Portfolio
Same feed, sharper focus: The View from Apollo podcast is now The Allocation. From credit to equity and everything in between, The Allocation explores the role of private markets in investor portfolios across asset classes and market environments.
