Capitalizing on Opportunity in the Insurance Ecosystem

Capitalizing on Opportunity in the Insurance Ecosystem

In this episode of The View from Apollo, we interview Matt Michelini, a Senior Partner at Apollo, head of our Asia-Pacific business and co-head of our Hybrid Value business. You’ll hear Matt’s views on: How Apollo is following its contrarian instincts in capitalizing on an exodus of capital from the insurance sector How our traditional investment origination capabilities work with our insurance business Apollo’s recent investments in Asia-Pacific financial services companies The influence of regulatory change on Apollo’s insurance businesses globally Matt’s thoughts on global opportunities in 2022 and beyond

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Episoder(36)

Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?

Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?

Listen to Apollo Chief Economist Torsten Sløk and Global Head of Content Strategy J.P. Vicente discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and ...

27 Jun 202548min

Private Credit Investing in Volatile Times

Private Credit Investing in Volatile Times

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...

9 Mai 202538min

Credit Investing Amid Post “Liberation Day” Uncertainty

Credit Investing Amid Post “Liberation Day” Uncertainty

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...

11 Apr 202533min

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

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

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 inflat...

10 Mar 202526min

How Can Private IG Enhance Fixed Income Allocations?

How Can Private IG Enhance Fixed Income Allocations?

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 Pri...

14 Feb 202529min

Can Private Markets Be the Alternative to Lofty Public Market Valuations?

Can Private Markets Be the Alternative to Lofty Public Market Valuations?

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...

16 Jan 202528min

2025 Economic Outlook: Firing on All Cylinders

2025 Economic Outlook: Firing on All Cylinders

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?

16 Des 202453min

Private Credit Investing in a Post-Fed Rate Cut World

Private Credit Investing in a Post-Fed Rate Cut World

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 monetar...

13 Nov 202433min

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