$DATACENTERS - Invest in data centers due to increasing compute demands driven by AI, with significant growth potential and limited competition in financing large-scale projects.
$PE - Invest in private equity due to consistently strong historical returns, growing access points, and expansion in packaging and secondaries markets.
$DEFENSE - Invest in the defense sector, which is experiencing rapid growth and is one of the largest expanding sectors for Apollo.
$PRIVATEMKT - Invest in private markets, anticipating significant changes in secondaries business and the emergence of private asset exchanges.
$SPORTFIN - Consider opportunities in sports finance, particularly in providing loans to teams rather than direct ownership, similar to Apollo's real estate financing model.