Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

European ABS Outlook 2026
  • 22 hours ago

The European Asset-Backed Securities (ABS) market finished 2025 on a high note, defying geopolitical and economic headwinds. As we look ahead to 2026, fundamentals remain solid, technicals supporti...

Global Investment Strategy Committee Outlook Q1 2026
  • 22 hours ago

The Amova Asset Management Global Investment Strategy Committee (GISC) convened on 10 December. The Committee remains constructive on global growth but cautious over elevated uncertainty and height...

APAC Opportunities in 2026
  • 22 hours ago

Apollo’s 2026 APAC Outlook highlights key macro and investment themes driving the region forward. Matt Michelini, Partner and Head of Asia Pacific, outlines why 2026 is set to be another breakout y...

EMEA Opportunities in 2026
  • 22 hours ago

Apollo’s 2026 EMEA Outlook explores how transformation across defense, finance and innovation is shaping the next wave of opportunity in the region. Robert Seminara, Partner and Head of Europe, hig...

Credit Opportunities in 2026
  • 22 hours ago

Apollo’s 2026 Credit Outlook examines how investors can navigate shifting supply, spreads and sector dynamics. John Cortese, Partner and Head of Portfolio Management, explains how AI capex and M&A...

Real Estate Opportunities in 2026
  • 22 hours ago

Apollo’s 2026 Real Estate Outlook outlines where capital is flowing amid a structural recovery. Scott Weiner, Partner and Global Head of Real Estate Credit at Apollo, highlights how stable valuatio...

Infrastructure Opportunities in 2026
  • 22 hours ago

Apollo’s 2026 Infrastructure Outlook highlights how AI is accelerating demand for power and connectivity. Olivia Wassenaar, Partner and Head of Sustainability & Infrastructure, details how that dem...

Private Equity Opportunities in 2026
  • 22 hours ago

Apollo’s 2026 Private Equity Outlook explores how value creation is evolving in today’s higher-rate environment. David Sambur, Partner and Co-Head of Equity, breaks down how index crowding, carve-o...

The U.S. economy is ready to ROAR
  • 22 hours ago

Discover how the U.S. economy is set to roar back to life as American manufacturing undergoes a powerful revival. Driven by re-shoring, supply chain optimization, automation, and robotics—supported...