Tariffs are going to have a profound effect on Blue Owl Capital Corporation, the alternative asset management firm with private equity, private credit businesses with a focus on private credit.
At firs Blue Owl's market capitalization will fall along with the rest of US and global stock markets.
However, in the long-term the tariffs and the difficulty mid-sized companies will face in attracting capital will prove highly beneficial for Blue Owl Capital, according to Wolfteam Ltd.'s projections and estimates.
The geopolitical and financial dislocation from the ensuing tariffs will cause banks further to retreat from lending to riskier small to mid-sized borrowers. And private equity investment management businesses like Blue Owl could step in and fill the void.
Blue Owl further displacing banks in lending to mid-sized companies due to the tariffs economic dislocations could unlock tens of billions of USDs of value for Blue Owl, in Wolfteam Ltd.'s view.
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