2025 Q4 Outlooks

Emily Thomas-Adderson
Apollo Multi Asset Management
Apollo
Apollo has long championed the benefits of absolute return investing. In today's environment, this message is resonating more widely than ever. Both BlackRock and J.P. Morgan have recently advocated that investors should increase their allocation to liquid alternatives – recognising that traditional portfolios, heavily weighted to equities and bonds, are no longer sufficient for diversification and risk control. We are increasing our allocation to liquid altnernatives as we advocate that superior outcomes to traditional fixed income allocations can be achieved.

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