阿波罗全球管理与施罗德合作开发面向财富和养老金客户的基金，两家公司通过战略合作关系预计最终 每年将募集数十亿美元的资产。 据周一发布的声明，另类投资巨头阿波罗将与总部位于伦敦的施罗德合作，为英国财富投资者提供新的 投资产品。这些基金将持有公共和私募固定收益资产，首只产品预计将于今年晚些时候推出。施罗德还 可以将其现有客户投资组合中的资金配置到阿波罗。 根据公告，两家公司准备在第二季度向美国养老金市场推出一只集合基金。媒体曾在9月报道，阿波罗 和施罗德在洽谈合作事宜。 低成本被动投资的兴起促使施罗德等主动型资产管理公司拓展另类投资业务，这些投资通常持有时间更 长，费用也更高。与此同时，以往主要从机构投资者募集资金的另类资产管理公司正日益将目光投向私 人财富，促使它们寻求与面向散户投资者的公司达成合作。 共同基金巨头Capital Group与KKR & Co．合作，推出了面向散户投资者的投资工具，包括针对退休计 划的目标日期基金。在英国，Legal & General Group Plc与黑石集团达成私人信贷合伙关系，目标是随 着时间的推移将规模扩大到200亿美元。 阿波罗和施罗德的合作正值投资者担忧私募股权公 ...

Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clientsLONDON and NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Schroders (LON: SDR) and Apollo (NYSE: APO) today announce a strategic partnership to develop a next generation of innovative wealth and retirement investment solutions aimed at enhancing client choice and outcomes. The partnership brings together two global le ...

Core Viewpoint - The private credit markets are experiencing increased uncertainty due to the emergence of AI-driven tools that may disrupt traditional software business models, particularly affecting software companies that are significant borrowers in the private lending space [1][2]. Group 1: Impact of AI on Software Companies - AI tools developed by Anthropic are designed to perform complex tasks that many software companies currently charge for, raising concerns about the potential weakening of traditional software business models [2]. - The software sector, which has been a favored area for private credit lenders since 2020, is now facing pressure as AI adoption could accelerate faster than companies can adapt [5][7]. - Software companies account for approximately 17% of loans held by U.S. business development companies, making them a significant focus for private credit lenders [6]. Group 2: Market Reactions and Financial Implications - Shares of major asset managers with substantial private credit franchises have declined significantly, with Ares Management falling over 12%, Blue Owl Capital losing over 8%, and KKR declining almost 10% [3]. - UBS Group has warned that default rates in U.S. private credit could rise to 13% in an aggressive disruption scenario, which is notably higher than the projected stress for leveraged loans and high-yield bonds [7]. - The private credit industry, valued at $3 trillion, is facing concerns over leverage, opaque valuations, and the risk of isolated problems becoming systemic issues [9]. Group 3: Credit Risk and Future Outlook - The potential for credit risk varies among software and services sector borrowers, depending on their position relative to AI advancements [10]. - Payment-in-kind (PIK) loans, which allow borrowers to defer interest payments, are prevalent among software companies, posing risks if their financial situations deteriorate [11]. - Experts indicate that while the private credit industry may currently absorb losses, ongoing credit growth could lead to significant credit problems in the future [13].

Earnings Expectations - Analysts forecast an EPS of approximately $2.03–$2.04 and core revenue of around $1.19–$1.20 billion for Q4 2025, with consensus near $1.193–$1.20 billion, focusing on fee-related revenue and spread-related earnings as key operating metrics [1] Investigation Impact - An ongoing investigation by Pomerantz LLP into potential securities fraud follows revelations of discussions between Apollo executives and Jeffrey Epstein regarding tax arrangements, contradicting prior statements of no business dealings with Epstein [2][4] Financial Performance - Apollo reported strong Q3 2025 results with GAAP net income of approximately $1.7 billion, or $2.82 per share, marking significant growth from $787 million, or $1.30 per share, in the prior-year period, driven by record fee-related earnings and robust spread-related earnings [3][5] Upcoming Earnings Release - Apollo is scheduled to release its Q4 2025 and full-year 2025 earnings on February 9, 2026, before market open, with a conference call at 8:30 AM ET, amid the ongoing investigation [4] Performance Highlights - Q3 2025 highlights included record fee-related earnings of $652 million (up 23% YoY), near-record spread-related earnings, $82 billion in inflows, and total assets under management reaching $908 billion (up 24% YoY), with analysts projecting a year-over-year EPS decline of about 8.6% but core revenue growth of around 24.8%–25% for Q4 [5] Valuation Metrics - Apollo's key valuation metrics include a trailing P/E ratio of around 17–19x, a price-to-sales ratio near 2.66, and a debt-to-equity ratio of approximately 0.95, indicating moderate leverage, with a current ratio of about 1.99 suggesting adequate short-term liquidity [6]

Apollo Global Management, Inc. (APO) is scheduled to announce fourth-quarter 2025 results on Feb. 9, before market open. APO’s quarterly earnings are expected to have declined from the year-ago period, while revenues are expected to have increased from the year-ago reported levels.In the last reported quarter, Apollo’s earnings topped the Zacks Consensus Estimate. Results were primarily aided by an increased asset under management (AUM) balance. However, rising expenses acted as a headwind in the quarter.AP ...

Group 1 - The article celebrates the fifth anniversary of High Yield Investor by offering a 30-day money-back guarantee, encouraging new memberships [1] - It highlights that some high-quality Business Development Companies (BDCs) are trading as if a significant increase in defaults and markdowns is imminent [1] - The article introduces Samuel Smith, a lead analyst with a strong background in dividend stock research and engineering, who leads the High Yield Investor group [1] Group 2 - High Yield Investor focuses on balancing safety, growth, yield, and value in its investment strategies [1] - The service provides various portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [1] - The article includes a perspective quote emphasizing the importance of spiritual wealth over material wealth [1]

Core Viewpoint - Apollo Global Management is under investigation for potential securities fraud and unlawful business practices related to its tax arrangements with Jeffrey Epstein, which contradicts previous statements made by the firm [1][2]. Group 1: Investigation Details - Pomerantz LLP is investigating claims on behalf of investors of Apollo Global Management, Inc. regarding possible securities fraud or other unlawful business practices [1]. - The investigation is focused on whether Apollo and certain officers or directors engaged in misconduct related to their dealings with Epstein [1]. Group 2: Stock Market Reaction - Following the news of the investigation, Apollo's stock price experienced a decline of $7.69 per share, representing a 5.72% drop, closing at $126.85 per share on February 3, 2026 [2]. Group 3: Firm Background - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering significant damages for victims of securities fraud and corporate misconduct [3].

Jeffrey Epstein coordinated the creation of a legal vehicle in 2014 that allowed billionaire financiers Ronald Lauder and Leon Black to share ownership of a $25 million painting, a deal that sheds new light on the extent of the convicted sex offender’s connections to wealth and power.Black’s association with Epstein has been publicly known for years. And the trove of emails released by the Department of Justice last week reveals Epstein’s association with Lauder, an heir to the Estée Lauder cosmetics empire ...

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Apollo Global Management, Inc. ("Apollo†or the "Company†) (NYSE: APO) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON APOLLO GLOBAL MANAGEMENT, INC. (APO), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. ...

Core Viewpoint - A class action lawsuit has been filed against BlackRock TCP Capital Corp. (TCPC) for securities fraud, alleging that the company made materially false statements and failed to disclose adverse facts about its business and operations during the class period from November 6, 2024, to January 23, 2026 [1] Financial Performance - The company's portfolio significantly weakened in the fiscal year 2024, with the number of portfolio companies on non-accrual status more than doubling, leading to a 289% increase in debt investments on non-accrual status at cost, rising from 3.7% to 14.4% of the portfolio [1] - The net asset value (NAV) fell by 22.44% year over year to $9.23 per share, with total losses (realized and unrealized) ballooning to $194.9 million, a 186% increase year over year, largely due to a newly added $72.3 million net unrealized loss in the fourth quarter [1] - On January 23, 2026, the company disclosed that its NAV per share as of December 31, 2025, was between $7.05 and $7.09, representing a 19% decrease from the previous quarter and a 23.4% decrease from the prior year [1] Allegations of Misconduct - The lawsuit alleges that the defendants made materially false and misleading statements and failed to disclose critical information regarding the company's investments, portfolio restructuring efforts, and the true state of unrealized losses and NAV [1] - Specific allegations include the failure to timely and appropriately value investments, ineffective portfolio restructuring, understated unrealized losses, and overstated NAV, leading to misleading positive statements about the company's business prospects [1]