Blue Owl Capital
Private credit and alternatives insights from Blue Owl Capital.
United States5 articlesLast published 28 May 2026
AlternativesPrivate MarketsFixed Income
Research
Blue Owl CapitalPrivate Markets
Blue Owl Executive Perspectives: Today's Software Landscape with Vista Equity Partners | Blue Owl Capital
Blue Owl's Co-Head of Technology Investing and Vista Equity Partners' President discuss how AI is reshaping the enterprise software sector, identifying which incumbents are best positioned based on context, trust, and scale. The piece also covers Vista's Agentic AI Factory initiative and draws parallels between the current AI adoption cycle and the prior on-prem to cloud transition.
28 May 2026
Blue Owl CapitalPrivate Markets
Blue Owl Executive Perspectives: Today’s Software Landscape with Hg | Blue Owl Capital
Blue Owl Capital's Co-Head of Technology Investing and Hg's Head of North America discuss how AI is reshaping the enterprise software landscape, focusing on software defensibility, moat characteristics, and value creation in mission-critical workflows. The conversation covers how AI may disrupt lightweight software platforms while strengthening deeply embedded incumbents, and how pricing models and KPIs may evolve as agentic AI capabilities expand.
26 May 2026
Blue Owl CapitalPrivate Markets
Built for Compute: Inside a Data Center | Blue Owl Capital
Blue Owl Capital presents a 3D animated video tour exploring the physical construction and operational fundamentals of modern data centers, covering site selection, power provisioning, cooling systems, and connectivity. The piece highlights data centers as mission-critical infrastructure underpinning cloud computing, streaming, and AI applications, framing them as a compelling private markets real assets investment theme.
13 May 2026
Blue Owl CapitalPrivate Markets
In Focus: Our lens on the private markets | Blue Owl Capital
Blue Owl Capital's comprehensive 2026 outlook covers three private markets pillars - private credit (direct lending, asset-based finance), real assets (digital infrastructure, data centers, net lease), and GP strategic capital - assessing return durability, credit quality, and the expanding opportunity set. The piece argues that scaled, multi-disciplinary private capital managers are best positioned to capture growth as private credit institutionalizes and real asset demand is driven by secular AI and digitization trends.
15 Apr 2026
Blue Owl CapitalPrivate Markets
Blue Owl Direct Lending Built For All Seasons (Corporate)
Blue Owl presents its all-weather direct lending portfolio construction philosophy, emphasizing credit quality, senior secured positioning, non-cyclical sector focus, and sponsor-backed upper middle market borrowers. The whitepaper supports its approach with historical performance data showing a 0.5% average annual non-accrual rate (2016 - 2024) versus a 3.7% public market default rate, and benchmarks resilience through the COVID-19 crisis and GFC.
19 Dec 2025