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The buoyant demand for corporate debt that propped up primary markets this year came alongside pockets of distress in the riskier parts of the market. We expect this divergence to persist through 2024. In this outlook, we’ll explore the bifurcation in the market, investment themes—from AI to elections—in opportunistic credit, the vanishing liquidity premium in investment grade debt, and the relative value of BDC’s unsecured debt.
In a new episode of The View from Apollo podcast, Apollo Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the precarious outlook for the US economy as policymakers try to tame inflation without sending the economy into recession.
While the Fed’s rate hikes have reigned in growth, especially among over-levered consumers, corporates, and banks, the easing of financial conditions since the “Fed pivot” in December continues to offset the effect of higher rates. For the rest of 2024, we expect economic growth to be higher than consensus and inflation to stay above the Fed’s target. We see no Fed cuts in 2024.
Capital markets have, in our view, entered a new regime of higher volatility that can create attractive opportunities for investors who add flexibility to private credit portfolios. An opportunistic approach can lead to more diversified portfolios and higher risk-adjusted returns. We see attractive opportunities in private corporate credit, asset-backed finance, and dislocated credit.
Apollo Impact Mission is our dedicated strategy that seeks to leverage our decades of experience in private equity to create impact at scale through its investments.
In a recent Q&A, Partner and Co-Head of Global Performing Credit Jim Vanek joined us from London to discuss the European credit landscape and what excites him most about the future of Apollo’s European platform.
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Randy Anderson, a partner in the Real Assets Group at Apollo, about how surging interest rates have contributed to unprecedented conditions in the US real estate market, and what might come next for real estate if rates stay higher for longer.
Market Insight | View from Apollo
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can be used to help mitigate volatility.
In conversation with David Rubenstein at the Economic Club of Washington, D.C., CEO Marc Rowan discusses why, amid a growing retirement crisis, investors need to re-evaluate their understanding of private markets. Much like public markets, investments in the private markets can be either safe or risky; the main difference between public and private is liquidity, not risk.
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