Apollo Global Is Attractive Despite Private Credit Headlines

2026-06-03 22:56:32 ET

Shares of Apollo Global ( APO ) have been a poor performer over the past year, losing about 5% of their value despite the bull market rally. The company has been weighed down by fears around private credit losses. This has been an ongoing issue for about nine months, following several high-profile losses, and AI disruption has added to fears around software exposure. On Wednesday, the sector was rocked by more bad news, sending shares down 3%. Given Apollo’s diversity and valuation, I upgraded shares to a buy in February , and this has been a poor call with shares flat since then, missing out on a 10% market rally. With updated financials and macro developments, now is a good time to revisit....

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