Skip to content
Sign in
Artwork for The Allocation: Private Markets for the Total Portfolio
BusinessInvestingEntrepreneurshipMarketing

The Allocation: Private Markets for the Total Portfolio

Apollo Global Management

Private markets have moved from a portfolio complement to a core role. The question is no longer whether to invest, but how to allocate with precision.

From credit to equity and everything in between, The Allocation focuses on specific asset classes and market outlooks. You will hear where private investments fit within the total portfolio, how they compare to public market equivalents, and the role they play in diversification and long-term performance.

These conversations connect macroeconomic and thematic insights to allocation decisions. We explore how to approach sizing, structure and implementation across different mandates and portfolio frameworks.

Produced by Apollo Global Management, The Allocation features leaders, investors and portfolio managers directly shaping these markets and offers a practical lens on how private markets are being integrated into portfolios today.

Play
Open in
  • 26 episodes
  • fortnightly
  • Avg 30 min
  • English

Episodes 26

NewestOldestLongest
All6Unplayed6In progress0Played0
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • Aug 13, 2025 · 28 min

    The Asset-Backed Finance Market Is Having a Moment

    In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The View from Apollo, Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $20 trillion global market works.

    • Transcript
  • Jul 17, 2025 · 22 min

    Another Chance to Position Portfolios for Tariff Turmoil?

    Listen to Apollo Chief Economist Torsten Sløk and Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, analyze conditions and valuations in equity and credit markets and discuss opportunities to better position portfolios in the midst of continued tariff announcements and the prospect of more market turmoil.

  • Jun 27, 2025 · 48 min

    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 geopolitical conflict. Torsten also explores potential implications for capital markets and much more.

  • May 9, 2025 · 38 min

    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, larger, and more flexible financing is sticky and likely to be reinforced by economic uncertainty.

  • Apr 11, 2025 · 33 min

    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 markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?

Showing 21–26 of 26 episodes