Lenders are feeling the hangover from years of Wild East capitalism
John P. Ruehl argues China broke the West's monopoly by supplying dual-use components like 2025 fiber optic cables sustaining Russia's drones.
A global shortage of large power transformers weighing up to 400 tons stymies US grid changes.
Klement on Investing argues China is decoupling from the West, causing Western nations to lose export markets as Germany, South Korea, and Japan suffered the largest export drops.
Apollo Analysts argue real estate offers selective opportunities despite the ten-year Treasury rising above 5% in September 2026.
Apollo Partner Jim Vanek argues that while credit fundamentals remain strong, the direct-lending landscape is being reshaped by rising interest rates, AI disruption, and growing sector dispersion.
Anumita Roychowdhury states air pollution costs India 9.5% of GDP, shrinking its demographic dividend.
Diana Sands and Bryn Gostin argue that despite 2026 deal activity, elevated valuations require shifting PE allocations to durable drawdown and evergreen structures.