In Apollo Global Management's 2026 APAC Outlook, Matt Michelini, Partner, details how Asia Pacific stands at an inflection point where structural strengths, demographic tailwinds, and industrial transformation are converging to create the world's most attractive investment environment—with the region driving roughly 60% of global GDP growth in 2025 while Asian banks controlling 80% of corporate lending increasingly turn to private capital partners to address balance sheet con

According to Hamilton Lane's latest market outlook, private credit investors remain positioned for sustained higher yields as interest rates stay elevated for longer than previously expected, dispelling concerns that the asset class's golden age may be ending. The firm's analysis reveals a significant supply-demand imbalance with a $2 trillion funding gap through 2028, supporting continued strong performance despite recent market volatility.

Apollo Global Management identifies a massive shift underway in fixed income markets, predicting that private credit will expand from $1.5 trillion to $40 trillion by decade's end as institutional investors seek yield beyond traditional public markets.

Private credit's $3 trillion market faces first major test as discipline separates winners from losers in maturing cycle.