INFORMAZIONI SU QUESTO EPISODIO
In this episode of Why Invest? host, Luke Hyde-Smith is joined by Alex Wright, Partner and Global Wealth Strategist at Apollo, one of the world's largest private markets investment firms. Together, they explore the evolution of private markets, Apollo's growth from a specialist credit investor to a firm managing more than $1 trillion of assets, and the increasing role private capital is playing in financing major global trends.
The discussion covers the key opportunities and risks across private credit, private equity and infrastructure investing, including why private markets can offer diversification, potential alpha and broader investment opportunities beyond public markets. Alex shares his views on the current private credit landscape, the importance of disciplined underwriting, the impact of higher interest rates on borrowers, and why he believes investors should look beyond headlines when assessing the sector.
Luke and Alex also discuss the growing collaboration between banks and private capital providers, the investment opportunities created by the global infrastructure and AI build-out, and how investors can think about portfolio construction in a world of concentrated public markets. The episode concludes with Alex's outlook for the years ahead, thoughts on the future convergence of public and private markets, and practical career advice for those considering a career in finance.
Key takeaways
- Private markets continue to expand as investment opportunities move beyond public markets – with many companies choosing to remain private for longer, investors may be missing a significant portion of the opportunity set by focusing solely on public markets.
- Discipline matters more than ever in private credit – while parts of the market have attracted negative headlines, Alex argues that strong underwriting, conservative lending standards and careful manager selection remain critical.
- A global infrastructure and AI-driven investment cycle is underway – from energy networks and supply chains to data centres and AI infrastructure, the world's demand for capital is growing rapidly.
- Diversification may be increasingly important in concentrated markets – with strong performance from a small number of companies driving much of the public market's returns.
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