Apollo leaders discuss how investors can think about risk and opportunity across the $40 trillion private credit market. Viewers will learn how Apollo’s platform approaches origination, risk management, capital deployment and credit cycle investing.
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Strong public market headlines may be hiding weaker portfolio foundations, including thinner risk compensation, higher concentration, and less reliable stock-bond diversification. Readers will learn why private markets, manager selection, vintage timing, and portfolio alignment may matter more in today’s environment.
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The traditional middle-market private equity playbook is less reliable in a higher-rate, slower-exit, and more competitive environment. Readers will learn why scale, specialization, manager selection, and intentional portfolio construction may matter more than broad middle-market exposure alone.
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Software has been one of private equity’s most active sectors over the past decade, supported by recurring revenue, leverage and expanding multiples. Today, that model is being reassessed. Higher interest rates and accelerating AI disruption are challenging long-held assumptions around growth durability and valuation.
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Software markets have experienced heightened volatility in recent weeks as rapid advances in generative AI have forced investors to reassess the durability of long-standing SaaS business models.
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We explore how recent developments in fund structure, syndication and trading infrastructure are transforming Private IG into an integral component of modern fixed income portfolios.
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From our perspective, the opportunity in portfolio construction heading into 2026 is less about identifying a single asset class to outperform and more about understanding how advantage is created and sustained at the portfolio level.
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We explore how private equity should return to its core principles to help deliver excess returns over public markets.
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Apollo leaders discuss how investors can think about risk and opportunity across the $40 trillion private credit market. Viewers will learn how Apollo’s platform approaches origination, risk management, capital deployment and credit cycle investing.
Read More Apollo’s Bryn Gostin explains why private equity diversification today should go beyond simply owning multiple managers. Viewers will learn how manager mix, company size, sector exposure and concentration risk can shape more resilient private equity portfolios.
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Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, to discuss the evolution of asset-backed finance, integrated origination platforms, and the growing role of ABF within institutional portfolios.
Read More Today, asset-backed finance is being applied across corporates, housing, consumers, digital infrastructure and governments globally. Its adoption has moved from theory to practice.
Read More Brian Weinstein and John Cortese debate how the macro situation, liquidity trends and other factors are affecting allocations and investment decisions at a time of unprecedented change in global credit markets.
Read More*As of December 31, 2025
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