Eko Sanusi’s Post

📊 Private Credit Soars as Interest Rates Rise: Apollo's Q2 Insights Apollo Global Management's Q2 earnings call revealed some fascinating trends in the current investment landscape: • Record-breaking deployment: $70B invested, with $52B in private credit • Private credit opportunities expanding due to bank retrenchment and rising rates • Exciting growth potential in clean energy and AI infrastructure financing However, challenges persist in private equity: • Valuation disagreements slowing deal activity • PE exits at a 5-year low • Performance fees down 21.1% YoY Yet, Apollo sees a "sweet spot" for new PE investments, with 3 major deals announced post-Q2. What's your take on the current market dynamics? #PrivateEquity #PrivateCredit #MarketTrends #InvestmentStrategy

✈️Ready to take off? If you’re travelling by plane to your summer destination you might as well be curious about aircraft financing and aviation investments. 💡Learn what Manuel Mendívil, our CIO and Co-CEO of Arcano Capital, has to say in this interview about this asset class approaching industry historical records and benefitting from the shortage of aircraft and the robust recovery of the sector after the pandemic. 🔚We’ve reached the last of our episodes in our Outlook series. In each of the videos, we’ve highlighted one of our areas of expertise in asset management: Private Equity, Infrastructure, Venture Capital, Fixed Income, Private Credit, Real Estate and Aviation Finance. ⏯️If you’re interested in broadening your knowledge in these areas, learning more about our predictions for the second half of the year, and listening to our analysis of their performance for these past six months, you can listen to the full interview here: https://lnkd.in/dQ8_zTuU #ArcanoPartners #Outlook2024 #Forecasts #AssetManagement #AviationFinance

This discussion will be fundamental to understanding the scenario of companies in the development phase, which have to manage technological and financial issues simultaneously. The challenges are enormous. #evtol #uav #cargodrone #sustainablefuture

“Products and returns that have been locked on the balance sheets of financial institutions for the last 40 years are on the way to you as investment products. We are all going to have to have to overcome biases about public and private “ Marc's talk was one of the (many!) highlights of the Norges Bank Investment Management investment summit this week. Well worth the listen! #investing #economy Apollo Global Management, Inc. #banking Nicolai Tangen

Long story short: the airline industry is extremely short carbon. https://lnkd.in/gAUXaJh2.

OCTOPUS APOLLO VCT PLC reopens subscription window with £35m 💰 additional allotment. Octopus Apollo VCT has increased its fundraising target by £35m, reopening the investment window into the vehicle in response to investor demand. Check out Eve Maddock-Jones's latest article 👇 https://incm.pub/447ohtJ #investment #investmentmanagement #wealthmanagement #finance

Aerospace engine service provider StandardAero files for New York Stock Exchange (NYSE) IPO at $7.5 billion valuation range.  StandardAero is backed by private equity firm Carlyle & Singapore sovereign wealth fund GIC. Read - https://lnkd.in/gFcgvU2u follow Caproasia | Driving the future of Asia Aerospace engine service provider StandardAero has filed for a New York Stock Exchange (NYSE) IPO at $7.5 billion valuation range.  StandardAero is backed by private equity firm Carlyle & Singapore sovereign wealth fund GIC.  StandardAero (23/9/24):  “StandardAero, Inc. (“StandardAero”) announced today that it has launched its proposed initial public offering of its common stock. The proposed offering consists of 46,500,000 shares of common stock. The price range for the initial public offering is currently estimated to be between $20.00 and $23.00 per share. Certain affiliates of The Carlyle Group Inc. and GIC Private Limited intend to grant the underwriters a 30-day option to purchase up to an aggregate of 6,975,000 additional shares of common stock from them at the initial public offering price, less underwriting discounts and commissions. StandardAero has applied to list its common stock on The New York Stock Exchange under the symbol “SARO”.”

With the Infrastructure Investor Global Summit just around the corner on March 18-21, Corsair Principal Raya Ghandour and Investcorp Corsair Infrastructure Partners’ Managing Partner, Hari Rajan and Managing Director, Marwan El-Asmar are all headed to Berlin to connect with and gain insights from industry leaders shaping the future of infrastructure on a global scale.    We hope to see many of you there.   #IIGSummit #InfrastructureInvesting #infrastructureinvestor

Aerospace engine service provider StandardAero files for New York Stock Exchange (NYSE) IPO at $7.5 billion valuation range.  StandardAero is backed by private equity firm Carlyle & Singapore sovereign wealth fund GIC. Read - https://lnkd.in/g-iU2faY follow Caproasia | Driving the future of Asia Aerospace engine service provider StandardAero has filed for a New York Stock Exchange (NYSE) IPO at $7.5 billion valuation range.  StandardAero is backed by private equity firm Carlyle & Singapore sovereign wealth fund GIC.  StandardAero (23/9/24):  “StandardAero, Inc. (“StandardAero”) announced today that it has launched its proposed initial public offering of its common stock. The proposed offering consists of 46,500,000 shares of common stock. The price range for the initial public offering is currently estimated to be between $20.00 and $23.00 per share. Certain affiliates of The Carlyle Group Inc. and GIC Private Limited intend to grant the underwriters a 30-day option to purchase up to an aggregate of 6,975,000 additional shares of common stock from them at the initial public offering price, less underwriting discounts and commissions. StandardAero has applied to list its common stock on The New York Stock Exchange under the symbol “SARO”.”

The Best Investors Aren't in the US Anymore 🧳 In a recent interview, Apollo Global Management CEO Marc Rowan shared an interesting perspective on the evolution of investing. 💡 Early in his career, Rowan believed the best investors were US-based. However, he says this is no longer the case. 🇺🇸❌ According to Rowan, institutional investors in the US have become too beholden to benchmarks, limiting their flexibility. 🔒 Meanwhile, he sees investors in places like Singapore and UAE as more dynamic and able to pursue differentiated approaches. 📈 Rowan specifically called out great things happening among family offices outside the US. 👪 #investing #globalmarkets #singapore #uae https://lnkd.in/deHhQEk9