The Allocation: Private Markets for the Total Portfolio

The Allocation: Private Markets for the Total Portfolio

Apollo Global Management 68 - Infrastructure: Today’s “Generational” Investment Opportunity

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.
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Episodios

68-

Infrastructure: Today’s “Generational” Investment Opportunity

30 sep. 2026
67-

Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027

23 sep. 2026
66-

Fixed Income: The AI Issuance Boom and What it Means For Portfolios

16 sep. 2026
65-

Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios

02 sep. 2026
64-

Sports as an Asset Class: The $2.5 Trillion Opportunity

19 ago. 2026