Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.

Investing Across the Credit Cycle

The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives.