Apollo Global Management, Inc.

For nearly 35 years Apollo has been challenging assumptions, finding the white space and creating innovative solutions.   We think it through, then we Think It New. https://lnkd.in/ecMa4CgB

We may have replaced coffee for froyo, but one thing we’ll never replace is our holiday cheer. Here’s to another year of Thinking It New. Happy Holidays from Apollo!

Apollo believes Investment Grade Private Credit is a growing part of the credit market that has the potential to generate attractive risk-adjusted returns but has been overlooked because it doesn’t fit neatly into the current asset allocation framework. Read the white paper here: https://lnkd.in/eRx9T5dh

“A lot of that financing needs long-dated capital that suits our balance sheet very well. So we are spending a significant amount of our time speaking with corporates and putting together bespoke packages to meet that demand.” Partner Natalia Tsitoura joined Bloomberg TV from the Women, Money & Power event in London this week to talk about our growing credit activity in Europe, providing corporate financing solutions to help drive growth in the real economy and meet long-term capital demands associated with the global industrial renaissance. https://lnkd.in/dWCcgSpm

Apollo-managed funds and affiliates have invested in a $370 million infrastructure credit portfolio of Santander. The transaction was led by Apterra Infrastructure Capital, Apollo’s infrastructure finance platform, illustrating how we work with our broad ecosystem to provide bespoke solutions.   The Infrastructure sector continues to see robust investment to support next-gen infra and transition assets, and is an area where we expect to be increasingly active at Apollo.    Read more from Bloomberg: https://lnkd.in/eJQ98RnP

Scott Kleinman underscores Apollo’s focus on fixed income replacement, which we believe has the opportunity to enhance returns through investment-grade private credit without taking on more risk or sacrificing liquidity. 

In his 2025 Economic Outlook, Apollo Chief Economist Torsten Slok believes the U.S. economy remains strong, with no signs of a major slowdown heading into next year. We see interest rates staying higher for longer on a relative basis, as inflation remains above target, employment strong, and spending robust. Download his 2025 Economic Outlook: "Firing on All Cylinders” for full details: https://lnkd.in/e47nJnRM Plus, join Torsten for a live class on this topic at the Apollo Academy on Dec. 12 at 11:00am ET. Register now: https://lnkd.in/ekfJ52s9. 

On Friday, S&P Global announced that Apollo will join the S&P 500 Index on December 23rd. We believe this milestone reflects the hard work of our talented team and is a testament to our differentiated strategy, remarkable growth, and evolution as a public company.

Apollo Funds have agreed to acquire a 50% stake in a 2 GW solar and BESS portfolio from TotalEnergies, consisting of three solar projects and two battery storage projects in Texas’ ERCOT market. Read more: https://lnkd.in/eXDngi8d

“Just in Europe there’s probably $1.8 trillion to be spent on the energy transition between 2025 and 2030. That’s a massive opportunity requiring the deployment of capital and where we think our balance sheets for long-term, flexible, high-quality assets will be very relevant.”    Apollo’s Leslie Mapondera, Co-Head of European Credit, joined the Bloomberg Intelligence 2025 European Credit Market Outlook Conference in London last week to discuss how our Credit business and focus on private investment grade origination positions us to help meet the enormous financing demands associated with the global industrial renaissance, including the energy transition in Europe.    Read more: https://lnkd.in/gP45StQs Source: BNEF New Energy Outlook 2024