All Commentary articles – Page 7
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Webinar
Webcast – The global macroeconomic outlook for 2024
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the US, the eurozone, the UK and emerging markets.
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White papers
Infrastructure Investor: Flight to quality over quantity
“Diversification is key as global and macroeconomic trends continue to boost returns across the infrastructure debt market.”
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White papers
Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the Chinese market much longer? While it may be too early to become a ‘China bull’, recent domestic policy and geopolitical developments may start chasing away the ‘China bear’. So, what has changed?
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White papers
Living the dream: the evolving case for European living strategies
We give our insights into European residential real estate and how it is adapting to market changes
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White papers
Taking action! Join us on our journey through sustainable investing in private markets
”There is an extreme shortage of sustainable assets and the supply-demand differential will only grow in the future.”
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White papers
Macroeconomic and financial market forecasts - March 2024
Macroeconomic forecasts as of 7 March 2024
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White papers
Macroeconomics, Geopolitics, and Strategy - March 2024
”European PMI data diverge not only in terms of sectors, but also in terms of countries and sub-components.”
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White papers
Cross Asset Investment Strategy - March 2024
“While we expect the Fed, Bank of England and ECB to start rate cuts around June, we will keep an eye on the pace of disinflation for any surprises.”
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White papers
Illiquidity premia in private debt: Q4 2023
In our latest real assets deep dive, our research team crunches the data to see how evolving macro conditions are reflected in private debt returns.
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White papers
Super Tuesday points to a super-charged battle
“A Trump-Biden rematch looks likely in November. As we move closer to the elections, market uncertainty will rise given the candidates’ divergent approach to foreign policy and geopolitics.”
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White papers
2024 Private Markets Outlook: Compelling opportunities amid a liquidity crunch
After a challenging 2023, we think that institutions who can be a provider of liquidity to others or have the flexibility to deploy additional capital will be able to take advantage of some unique and compelling risk-return opportunities in 2024.
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White papers
Identifying opportunity and creating value in a turbulent European real estate market
The European real estate market continues to recalibrate in the face of elevated interest rates, declining valuations, and economic uncertainty. Apollo is navigating this with a thematic focus, grounded in data-driven analysis and a flexible approach to tactical deployment. Here, we discuss how we’re currently engaging with the opportunities and challenges posed by the current market environment.
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Video
Unlisted infrastructure and the energy transition
In a joint interview, Michael Ryder and John Ma, Partners and Co-Heads of North America at Igneo, discuss the outlook for unlisted infrastructure and opportunities within the energy transition.
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White papers
Enter the dragon: Why China is competitively positioned
There are several reasons to remain constructive on China, in our view. We believe that pessimism about China’s fortunes and the wider economic outlook, resulting in the current idiosyncratic sell-off, presents opportunities for active investors to find great companies at very attractive valuations.
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White papers
Keynote Interview: What the future holds for infrastructure debt
In an article originally published by Infrastructure Investor magazine, Jerome Neyroud, Head of Infrastructure Debt, discusses the state of the market today and looks at trends that will drive activity in the years ahead
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White papers
Schroders Capital Global Real Estate Lens February 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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Podcast
Outerblue Convictions - Global Investment Views: Market debate rages on
The last month has, to a large extent, seen a reversal in investors’ expectations for central bank actions. This has been the hot topic for financial markets over the past few weeks as these expectations filter down into financial data and continue to drive asset prices. However signs of a slowdown are appearing. What factors will be most important to judge market direction going forward?
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White papers
India in 2024: a trio of new positive catalysts
2024 will undoubtedly be a year of weaker global growth, largely led by the US and China. Yet we believe the combination of 1) a US soft landing, 2) slowing global inflation and 3) global monetary easing will mean riskier assets perform better. We believe strong returns are possible for Asian equities, especially when GDP growth projections are much higher for Asia ex Japan than for developed market peers.
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White papers
Is US job creation as strong as it looks?
The latest US inflation report showed signs of inflation falling at a slower pace than expected. Inflation data have disappointed twice in a row and are seemingly consistent with firm US employment and wage growth. In this weekly edition of Simply put, we consider what constitutes a strong employment report and how expectations are coloured by what many market participants consider to be normal.
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White papers
A Second Trump Presidency? Potential Economic Effects
President Trump could win the 2024 presidential election. When the incumbent presidential party presides over an improvement in the unemployment rate, it is likely to be returned to power. With unemployment at historic lows, unemployment is likely to get worse, creating headwinds for a Biden re-election.