Apollo Global is one of the best names in private equity, says Explosive Options' Lang
Youtube·2025-12-11 20:17

Core Viewpoint - The recent third consecutive rate cut by the Federal Reserve is expected to positively impact the private equity space, making it easier for companies to conduct business and potentially deliver better returns to investors [1]. Company Analysis - Apollo Global is highlighted as one of the best names in the private equity sector, particularly due to its significant holdings in real estate and diversified areas, positioning it favorably for growth in the coming year [2][3]. - Compared to other major players like Blackstone and KKR, Apollo is seen as having a better equity position and overall advantage, especially with the anticipated lower interest rates [3][4]. - Blackstone, while also holding real estate assets, is viewed as lagging behind Apollo due to its recent acquisition of HOL Logic for $18.6 billion, which required a capital raise that may hinder its performance in the short term [4][5].