How Can Private IG Enhance Fixed Income Allocations?

The View From Apollo

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محتوای ارائه شده توسط Torsten Slok. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Torsten Slok یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

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The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55

۵ weeks پیش30:55

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30:55

A secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…

حدود یک سال پیش 29:54

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Listen to Torsten Sløk, Apollo's Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, or Private IG. In a wide-ranging conversation, they discuss what Private IG is, the key differences with public investment grade credit, secular drivers, its potential role in portfolios, and much more.

35 قسمت

#Trading #Entrepreneur #Business #Marketing #Torsten Slok

The View From Apollo

How Can Private IG Enhance Fixed Income Allocations?

The View From Apollo

published حدود یک سال پیش

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MP3•خانه قسمت

35 قسمت

#Trading #Entrepreneur #Business #Marketing #Torsten Slok

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The View From Apollo

1
Private Credit Investing in Volatile Times 38:03

26 روز پیش38:03

38:03

Listen to Torsten Sløk, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head Global Performing Credit, discuss why demand for private credit is expected to remain strong as the need for direct, larger, and more flexible financing is sticky and likely to be reinforced by economic uncertainty.

The View From Apollo

1
Credit Investing Amid Post “Liberation Day” Uncertainty 33:44

۸ weeks پیش33:44

33:44

Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the Trump administration’s new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?…

The View From Apollo

1
Beyond 60/40: Private Assets in an Era of High Public Valuations 26:54

12 weeks پیش26:54

26:54

Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of expensive public assets, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.…

The View From Apollo

1
How Can Private IG Enhance Fixed Income Allocations? 29:54

16 weeks پیش29:54

29:54

The View From Apollo

1
Can Private Markets Be the Alternative to Lofty Public Market Valuations? 28:12

20 weeks پیش28:12

28:12

Listen to Torsten Sløk, Apollo’s Chief Economist and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations.

The View From Apollo

1
2025 Economic Outlook: Firing on All Cylinders 53:11

24 weeks پیش53:11

53:11

Listen to Apollo Chief Economist Torsten Sløk discuss his 2025 Economic Outlook, with forecasts for GDP, inflation, and monetary policy. Plus: What are the implications for capital markets?

The View From Apollo

1
Private Credit Investing in a Post-Fed Rate Cut World 33:45

29 weeks پیش33:45

33:45

Listen to Apollo Chief Economist Torsten Sløk and Jim Vanek, Co-Head of Global Performing Credit at Apollo, discuss their views on what’s next for credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President.

The View From Apollo

1
Real Estate: Is This the Entry Point We’ve All Been Waiting For? 29:09

33 weeks پیش29:09

29:09

Listen to Apollo Chief Economist Torsten Sløk and Jess Lipsey, a Partner in the Real Assets Group at Apollo, discuss their views on what might come next for real estate in general and real estate equity in particular, in the wake of an aggressive rate cut by the US Federal Reserve.

The View From Apollo

1
The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? 45:15

37 weeks پیش45:15

45:15

Listen to Apollo Chief Economist Torsten Sløk discuss his views on what the recent rate cut by the US Federal Reserve means for the future of US growth and inflation. Also: What impact will lower rates have on financial markets?

The View From Apollo

1
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara 28:08

44 weeks پیش28:08

28:08

Listen to Apollo Chief Economist Torsten Sløk and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature of private market transactions can help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.

The View From Apollo

1
The Search for Risk Premium with Apollo Strategist Alex Wright 24:57

46 weeks پیش24:57

24:57

Listen to Apollo Chief Economist Torsten Slok and Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, discuss their views on where to find attractive risk premia at a time of elevated interest rates and lofty valuations. They also tackle a top-of-mind question: Is the private credit market growing too fast?…

The View From Apollo

1
Mid-Year Outlook: An Unstable Economic Equilibrium 49:04

49 weeks پیش49:04

49:04

Listen to Apollo’s 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. It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, interest rates, and consumer spending.…

The View From Apollo

1
Real Estate: Opportunities and Risks in an Unprecedented Market 32:17

1 year پیش32:17

32:17

Listen to Apollo Chief Economist Torsten Sløk speak 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 how opportunities can be found as rates stay higher for longer.

The View From Apollo

1
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio 24:27

1 year پیش24:27

24:27

Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can help mitigate volatility at a time of high asset-class correlation, and how adding alternatives with a focus on factors such as cash-flow generation and valuation can make portfolios more resilient.…

The View From Apollo

1
Private Credit Investing in a “Higher for Longer” Environment 32:48

1 year پیش32:48

32:48

Listen to Apollo Chief Economist Torsten Sløk speak with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit. Their wide-ranging conversation assesses current market conditions, discusses how the private credit market is growing and evolving, and identifies areas where they see opportunities arising for investors in the months ahead.…

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The View From Apollo « » How Can Private IG Enhance Fixed Income Allocations?

How Can Private IG Enhance Fixed Income Allocations?

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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How Can Private IG Enhance Fixed Income Allocations?