Blue Owl Capital
The latest research and outlooks in the ProAllocate library
- Private Markets
2026 Mid-Year In Focus | Blue Owl Capital
Blue Owl's mid-2026 outlook argues private credit, real assets and GP stakes remain structurally resilient despite market volatility, rate uncertainty and AI-driven equity swings, with return premiums, credit quality and consolidation trends intact.
- Private Markets
Rethinking Exits in Private Equity: Why Continuation Vehicles Are Redefining the Playbook | Blue Owl Capital
Blue Owl argues continuation vehicles have evolved from niche liquidity tools into a durable, structural feature of private equity, allowing sponsors to retain high-conviction assets rather than exit prematurely. It contends the IPO market is in secular decline, further entrenching continuation vehicles as a permanent exit pathway.
- Private Markets
In Focus: Our lens on the private markets | Blue Owl Capital
Blue Owl argues private credit, real assets and GP stakes each enter 2026 well-positioned: direct lending yields remain resilient despite falling rates, digital infrastructure and CRE offer expanding opportunities, and GP stakes address rising capital needs across a maturing private markets ecosystem.