Apollo's Strategic Outlook Amid Economic Uncertainty | Scott Kleinman, Co-president, Apollo Global Management. 00:10:00
Scott Kleinman discusses Apollo's proactive approach amidst market fixation on Federal Reserve policies and inflation concerns. With a cautious view on potential rate cuts, Scott Kleinman emphasizes Apollo's robust investment strategy aligned with higher interest rates, foreseeing opportunities in more rational valuations and reduced leverage in target companies. Looking ahead to 2024, Zelter anticipates volatility as a catalyst for Apollo's investment landscape, particularly eyeing commercial real estate for potential corrections amid broader economic shifts.
