Valued at $76.5 billion by market cap, Apollo Global Management, Inc. (APO) is a prominent alternative asset manager. Founded in 1990 and based in New York, Apollo specializes in private credit, private equity, and real assets. Apollo Asset Management has struggled to keep pace with the broader market, delivering a stark contrast to the recent equity rally. APO stock has plunged 21.5% over the past 52 weeks and 10.6% over the past six months, compared to the S&P 500 Index’s ($SPX) 15% surge and 9.2% rally ...

NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds have completed an approximately €900 million senior secured financing of a pan-European logistics and industrial portfolio owned by a joint venture between an affiliate of Cerberus Capital Management (“Cerberus”), a global alternative investment manager, and Arrow Capital Partners (“Arrow”), a specialist investor, credit provider, developer and manager of real estate in Europe and Asia-Pacific . The inve ...

Core Viewpoint - Apollo has successfully completed a €900 million senior secured financing for a pan-European logistics and industrial portfolio, indicating strong market interest in high-quality real estate assets [1][2]. Group 1: Financing Details - The investment is divided into three senior loan facilities aimed at refinancing existing debt of the Strategic Industrial Real Estate (SIRE) platform, a joint venture between Cerberus and Arrow [2]. - The portfolio consists of 92 institutional-quality assets, totaling over one million square meters of logistics and industrial space, located in key European distribution corridors [2]. Group 2: Market Dynamics - The portfolio benefits from a diversified tenancy base with long-term, investment-grade occupants, reflecting resilient demand and supply dynamics in the logistics and industrial sector [3]. - Apollo's Real Estate Credit business is noted as one of the most active non-bank lenders in Europe, with recent investments including financing for student accommodation and a major film and TV production hub [3]. Group 3: Company Profiles - Apollo is a global alternative asset manager with approximately $908 billion in assets under management as of September 30, 2025, focusing on providing innovative capital solutions [5]. - Cerberus, founded in 1992, manages around $70 billion in assets and invests across various strategies, emphasizing integrated investment platforms to enhance performance [6]. - Arrow Capital Partners specializes in cross-border real estate investments, managing over $5 billion in assets and having a significant development pipeline [9].

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Core Viewpoint - A property lender managed by Apollo Global Management has agreed to sell its portfolio to the insurance arm of the buyout firm due to the real estate investment trust consistently trading below its book value [1] Group 1 - The transaction involves a property lender that is part of Apollo Global Management [1] - The sale is prompted by the underperformance of the publicly listed real estate investment trust, which has been trading below its book value [1]

Core Viewpoint - The article discusses the author's skepticism towards high-yield dividend stocks, emphasizing that higher yields often correlate with increased risk, which is a common concern among investors [1]. Group 1: Author's Perspective - The author expresses a long-term investment strategy focused on macro analysis and identifying durable businesses with strong cash-flow potential [1]. - The author has a passion for dividend growth and high-quality compounders, indicating a preference for stable and reliable investment opportunities [1]. Group 2: Research and Analysis - The article highlights the importance of combining macroeconomic analysis with bottom-up stock research to uncover actionable investment ideas for long-term investors [1].

Core Insights - The head of Airbus has indicated the necessity for the company to adapt to new geopolitical risks, highlighting the impact of U.S. protectionism on its operations [1] Group 1: Geopolitical Risks - Airbus is facing "significant" logistical and financial damage due to U.S. protectionism, which necessitates a strategic shift in response to these geopolitical challenges [1]

分组1 - The upcoming FOMC meeting is expected to keep interest rates steady, with a focus on how the Fed communicates its stance on inflation and employment [1][2][3] - The US economy is transitioning from headwinds to tailwinds, with lower oil prices, a weaker dollar, and ongoing AI and energy data center investments contributing positively [4][5] - The "one big beautiful bill" allows companies to immediately expense 100% of their capital expenditures, which is anticipated to boost sectors benefiting from strong capital expenditures [6] 分组2 - The performance of small-cap stocks, particularly the Russell 2000, has been driven by companies with negative earnings outperforming those with positive earnings, which is seen as unusual [15][16][17] - Despite the unusual performance dynamics, there are expectations for a more favorable environment for all stocks in 2026 due to various economic tailwinds [18]

Core Viewpoint - Athene, a subsidiary of Apollo Global Management, is set to host a Fixed Income Investor Call to discuss business trends, new business origination, investment portfolio, and capital updates on February 19, 2026 [1][2] Company Overview - Athene is a leading retirement solutions company with total assets of $430 billion as of September 30, 2025 [2] - The company operates in the United States, Bermuda, Canada, and Japan, focusing on providing financial security through retirement income and savings products [2]

Core Insights - Bridge Investment Group Holdings Inc. has appointed Dugan Fife as Head of Wealth Solutions and Senior Managing Director, effective January 19, 2026, to enhance its wealth solutions platform [1] - Fife brings over 20 years of experience from Hines Private Wealth Solutions, where he led distribution efforts across key markets [2] - The strategic hire aims to expand access to innovative investment opportunities for private wealth clients, leveraging Bridge's partnership with Apollo, which manages approximately $120 billion in real estate assets [3] Company Overview - Bridge Investment Group is an affiliate of Apollo and operates as a leading alternative investment manager, focusing on specialized asset classes [4]