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The Allocation: Private Markets for the Total Portfolio

by Apollo Global Management

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Latest episodes

Cycle, Structure, Selection: Private Equity Portfolios for Today’s Market

October 14, 2026 · 27 min

Private equity deal and exit activity have picked up in 2026, but valuations remain elevated and the macro environment is still demanding. How is this shifting PE allocations? Diana Sands and equity product specialist Bryn Gostin dive into…
Infrastructure: Today’s “Generational” Investment Opportunity

September 30, 2026 · 30 min

From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade. Apollo Partners Harry Seekings and Vittorio Lacagnina have spent…
Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027

September 23, 2026 · 21 min

As 2026 enters its final stretch, Apollo Chief Economist Torsten Slok joins The Allocation to discuss the latest shifts in the economy and markets. On the heels of the Fed’s September rate hike, he shares his views on why inflation remains…
Fixed Income: The AI Issuance Boom and What it Means For Portfolios

September 16, 2026 · 37 min

Record issuance from the AI buildout is creating a broader menu of opportunities for fixed income investors across public and private markets. In our latest conversation covering the convergence of public and private debt markets, Apollo…
Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios

September 2, 2026 · 39 min

Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services. Whether AI can earn back what's being…

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Sports as an Asset Class: The $2.5 Trillion Opportunity

August 19, 2026 · 37 min

Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apollo’s strategic approach to the sports market. In this premier…
The Allocation Trailer: Private Markets for the Total Portfolio

August 19, 2026 · 2 min

The View from Apollo podcast is now The Allocation. From credit to equity and everything in between, The Allocation explores the role of private markets in portfolios across asset classes and market environments.
Hybrid: Rethinking Risk and Return

July 8, 2026 · 22 min

Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains why demand for flexible capital solutions is growing and why investors…
Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets

June 24, 2026 · 25 min

As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping…
Real Estate: After the Reset

June 2, 2026 · 34 min

Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where…
Private Market Secondaries: The $225 Billion Market Many Wealth Investors Overlook

May 19, 2026 · 23 min

On this episode of the View From Apollo’s Allocation Insights series, Alex Wright and Diana Sands are joined by Partner and Co-Head of Apollo's Sponsor & Secondary Solutions business Steve Lessar to discuss how private market secondaries…
Finding Opportunity in a Converging Credit Market

April 30, 2026 · 23 min

In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions are reshaping where and how investors find opportunity. With AI-driven…

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About the show

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.