Alternative Perspectives

Investment Knowledge

View All


The View From Apollo

View All

  • Hybrid: Rethinking Risk and Return

    Hybrid: Rethinking Risk and Return

    Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains why demand for flexible capital solutions is growing and why investors are increasingly drawn to hybrid’s combination of equity-like return potential and credit-like downside protection.

    Read More

  • Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets

    Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets

    As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping manufacturing and investment opportunities, and how government policy is providing additional support for growth. He also…

    Read More

  • Real Estate: After the Reset

    Real Estate: After the Reset

    Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for…

    Read More