Investment Knowledge
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Why Real Estate in 2026?
After a rate-driven repricing that began in 2022, real estate valuations have adjusted meaningfully while underlying…
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Public Equity Markets Have Changed—Why Do Portfolios Still Look the Same?
Public equity markets have changed significantly over the past decade. The number of listed companies has declined…
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After 60/40: In Private Markets, Manager Selection Matters
While public markets have largely become a source of beta, dispersion among managers in the private markets remains…
The View From Apollo
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Torsten Slok on the US Economy: Resilience Under Pressure
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts…
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Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more…
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Convergence: The Integration and Evolution of Credit Markets
In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about…