Investment Knowledge
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Private Market Secondaries: A Core Allocation for Modern Private Market Portfolios
With many traditional primary private equity (PE) strategies facing extended holding periods, a record exit backlog…
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A Reset in Software — And Why Discipline Always Matters
Software has been one of private equity’s most active and crowded sectors over the past decade…
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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…
The View From Apollo
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Investing Across the Credit Cycle
In an evolving credit market, how should investors weigh opportunity and risk in the $40 trillion private credit landscape? In…
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Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this…
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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…