The State of Private Markets

The video discusses Blue Owl's approach to private capital solutions, emphasizing their ability to find attractive credit opportunities in uncertain times. The speaker highlights the company's strategic position in financing large investments and maintaining strong relationships. Despite economic slowdowns, the companies they serve remain healthy. Blue Owl's recent bond sale reflects a flight to quality, and their portfolio shows strong performance. The discussion also covers the impact of rising yields on returns and the importance of high-quality companies in risk management.

What are the implications of rising yields on Blue Owl's returns and risk management?

How does Blue Owl ensure the quality of the companies it partners with?