aiallocationsalternativesamidapolloassetassetsbackedcreditcyclediversificationdrivingeconomiceconomyengineenhanceenvironmentequityestatefedfinancefixedforceshigherincomeinflationinvestinglongerlookmarketmidnextopportunitiesopportunityoutlookportfoliospostpublicrealresiliencerisksecondariesslokstagflationthreetimestodaytorstentrillionuncertaintyusvaluationsvolatileyear