What Apollo Global Management (APO)'s Morningstar Partnership on Retail Private Markets Access Means For Shareholders

Simply Wall St.06-21

In June 2026, Morningstar, Inc. announced that its Morningstar Wealth division is working with Apollo Global Management, Franklin Templeton and J.P. Morgan Asset Management to launch research-driven ...

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Morgan Asset Management to launch research-driven ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-apo/apollo-global-management/news/what-apollo-global-management-apos-morningstar-partnership-o\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0006061336.USD","symbol_name":"Blackrock US Small and MidCap Opportunities A2 USD","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nyse-apo/apollo-global-management/news/what-apollo-global-management-apos-morningstar-partnership-o","article_id":"2645091673","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/18833-main-header/1756252346468"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nyse-apo/apollo-global-management/news/what-apollo-global-management-apos-morningstar-partnership-o","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2645091673","pubTimestamp":1781994173,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In June 2026, Morningstar, Inc. announced that its Morningstar Wealth division is working with Apollo Global Management, Franklin Templeton and J.P. Morgan Asset Management to launch research-driven public/private model portfolios for financial advisors, combining ETFs and interval funds to integrate private credit and real estate into diversified client portfolios.\nBy packaging private market exposure into accessible, risk-based models with no overlay fees and relatively low minimums, this...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0106831901.USD":"贝莱德世界金融基金A2","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","APO":"阿波罗全球管理","MORN":"晨星信息","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4112":"金融交易所和数据","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4135":"资产管理与托管银行","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4598":"佩洛西持仓","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4184":"其它综合性金融服务","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC"},"translate_title":"阿波罗全球管理公司(APO)与晨星公司在零售私募市场准入方面的合作伙伴关系对股东意味着什么","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MORN":1.5,"APO":1.5},"content_text":"In June 2026, Morningstar, Inc. announced that its Morningstar Wealth division is working with Apollo Global Management, Franklin Templeton and J.P. Morgan Asset Management to launch research-driven public/private model portfolios for financial advisors, combining ETFs and interval funds to integrate private credit and real estate into diversified client portfolios. By packaging private market exposure into accessible, risk-based models with no overlay fees and relatively low minimums, this collaboration could meaningfully broaden Apollo’s reach into the advisor and retail wealth channel. Next, we’ll examine how Apollo’s expanded access to retail-focused private credit and real estate through Morningstar’s platforms may influence its investment narrative. Find 45 companies with promising cash flow potential yet trading below their fair value.AdvertisementApollo Global Management Investment Narrative RecapApollo’s investment story rests on its ability to translate its large private credit and real estate platform into resilient fee earnings while managing execution and regulatory risks. The Morningstar partnership expands access to advisors and retail investors, but does not materially change the near term execution risk around integrating new products and maintaining spreads in a competitive private markets and insurance space. Among recent developments, the most relevant alongside the Morningstar news is Apollo’s reported interest in acquiring a Japanese life insurer, which would deepen its insurance presence and broaden funding channels for private credit strategies. That would intersect directly with the key catalysts around scaling fee related earnings and spread income, while also highlighting how regulatory scrutiny and cross border oversight can influence Apollo’s ability to grow through acquisitions. Yet behind the appeal of expanded retail and insurance access, investors should be aware of how execution missteps or regulatory pushback could... Read the full narrative on Apollo Global Management (it's free!)Apollo Global Management's narrative projects $1.1 billion revenue and $6.6 billion earnings by 2028. This implies a 64.6% yearly revenue decline and an earnings increase of about $3.5 billion from $3.1 billion today.Uncover how Apollo Global Management's forecasts yield a $158.22 fair value, a 15% upside to its current price.Exploring Other PerspectivesAPO 1-Year Stock Price Chart Simply Wall St Community members’ fair value estimates for Apollo span roughly US$104.71 to US$150.38 across 2 independent views, underscoring how far opinions can diverge. You will want to weigh those perspectives against Apollo’s reliance on disciplined internal execution, since that focus can both support earnings quality and limit how quickly the firm pursues growth.Explore 2 other fair value estimates on Apollo Global Management - why the stock might be worth as much as 9% more than the current price!Decide For YourselfDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Apollo Global Management research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision.Our free Apollo Global Management research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Apollo Global Management's overall financial health at a glance.Want Some Alternatives?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Uncover the next big thing with 24 elite penny stocks that balance risk and reward.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.We've uncovered the 8 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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