Investment analysis for yield and duration-focused investors
In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana Sands and Alex Wright speak with four Apollo partners at the firm’s recent...
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
GHY is a carry asset operating in a new regime. Despite likely less-linear returns than previously it remains very functional as a strategic income allocation.
This award reflects our hallmark in fixed income, making our funds a compelling solution through an active, flexible and unconstrained approach.
In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what tho...
Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.
While the prospect of declining interest rates and improving earnings growth has driven more attention to the small cap asset class broadly, we remain most excited about structural tailwinds, inclu...
While the prospect of declining interest rates and improving earnings growth has driven more attention to the SMID cap asset class broadly, we remain most excited about structural tailwinds the ass...
It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...
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