Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation, balance-sheet stability and liquidity under stress.
Learn More Europe’s experience under Solvency II shows how insurers’ priorities can evolve from regulatory compliance towards sustainable capital generation, balance-sheet stability and liquidity under stress.
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Private markets have become an increasingly important engine of capital formation, innovation and economic growth, representing one of the most significant shifts in global investing over the last several decades. As a leading private markets platform with broad connectivity across investors, businesses, and investment managers, Blue Owl has a unique vantagepoint on the trends, opportunities, and challenges shaping the industry's future. Our goal is to deliver these insights to you.
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Blue Owl explains how data centers support the growing demand for data, cloud computing, and AI. Readers will learn why land, power, cooling, connectivity, scale, and execution are critical to bringing modern digital infrastructure online.
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We believe AI-enabled infrastructure offers a better entry point by financing the physical systems all AI leaders require. Long-term, contracted cash flows from hyperscalers provide credit-like stability, income, and diversification while maintaining exposure to long-term AI demand growth.
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Proposed simplifications to Solvency II’s Long‑Term Equity (LTE) rules could materially lower capital charges for qualifying equity investments, making them more accessible for both life and non‑life insurers. By reducing the solvency capital requirement, insurers may improve solvency ratios or increase equity exposure while maintaining capital strength.
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Some structural reallocation is underway in Asian insurance portfolios. Asset allocations are increasingly focused on illiquidity and complexity as sources of return enhancement. Rather than chasing yield however, many insurance allocators are thoughtfully implementing privates to diversify existing exposures, help mitigate downside risk, match liabilities and meet regulatory capital requirements.
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For long‑term investors, data centers offer infrastructure‑like cash flows with tech‑enabled growth, diversification benefits, and inflation protection potential.
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Blue Owl's Alternative Credit Investment team examines rising credit card delinquency rates and cautions against misinterpreting alarming charts as signs of systemic consumer stress in a new piece, Separating Canaries from Canards. Read now to learn how to better interpret consumer data and signals in today's market.
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Against a backdrop of market volatility, trade uncertainty and rising inflation expectations, consumer sentiment has deteriorated rapidly in 2025, with many measures falling to levels not seen since the onset of the COVID-19 pandemic. While sentiment has weakened, we observe consumer credit profiles are well positioned to absorb some volatility. In this piece from Blue Owl's Alternative Credit Investment team, we remind investors not to confuse sentiment with credit performance.
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The striking growth of private credit over the last decade has attracted significant attention, with much of the focus on the perceived potential risks arising from its rapid adoption. In this piece, we address some of the questions drawing attention from investors and the media alike and highlight why we believe private credit is a well-constructed asset class that is very unlikely to be the nexus of the “next crisis.”
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Learn more about Blue Owl’s Real Assets platform, including why our strategy is built to last, what our relentless focus is, and a focus on the data center opportunity set.
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Read Blue Owl’s outlook for the year, hearing from executives and investment professionals across our Credit, Real Assets and GP Strategic Capital platforms.
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Navigating around the swells in the unpredictable sea of the market will require careful due diligence and a disciplined approach to underwriting and portfolio management. As always in private credit, the key will be striking the right balance between risk and reward.
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Rates have gone down – but does this mean consumer loan pricing will follow suit? Perhaps not. Our analysis of past rate cycles reveals a counterintuitive relationship between rate cuts and consumer loan pricing.
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Both the number and the types of investors allocating to GP stakes strategies have increased in recent years, driven by the strategy’s strong absolute historical performance, differentiated returns, and investors’ increased familiarity with the benefits of GP economics. That being said, given the relatively new nature of the asset class, more allocation-minded prospective investors are asking “which bucket should I put GP stakes in?” or “what type of exposure is a GP stakes investments most similar to?”.
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Josh Ufberg of Blue Owl joins the InsuranceAUM.com podcast to discuss the growing credit secondaries market and its potential role in enhancing liquidity, diversification, and capital efficiency for insurance portfolios.
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Alexey Teplukhin of Blue Owl Capital joins the podcast to discuss how data centers and digital infrastructure are powering AI, what’s driving demand, and the implications for investors.
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