No.
One of the leading private credit and private equity firms in the world Blue Owl holding redemptions in a 600 million USD retail focused fund, the First Brands and TriColor bankruptcies earlier are a temporary setback for private equity, private credit, real estate and infrastructure, according to Wolfteam Ltd.'s projections and estimates.
The stocks of the globally leading private equity, private credit, real estate and infrastructure investment firms Blackstone, KKR, Apollo, Carlyle Ares, Blue Owl, CVC sank by between 5 % and 10 % on Thursday and Friday after Blue Owl announced it is holding redemptions in one of its funds, effectively freezing investors out of their money for a short lock-up period, gating that is. However, a faster alternative redemption schedule was offered by Blue Owl whereby investors get 30 % of their money quicker.
The main driver of Blackstone, KKR, Apollo, Carlyle Ares, Blue Owl, CVC etc. private equity, private credit, real estate and infrastructure asset managers' stocks are their hundreds of billions of USDs investment of their funds raised in the last 7 years in artificial intelligence, AI.
And artificial intelligence, AI's boom will most likely continue in the next 3-4 years, despite the current slowdown, correction and fret about artificial, AI coding automation on Software As A Service firms, according to Wolfteam Ltd.'s projections and estimates.
In short, the stocks of Blackstone, KKR, Apollo, Carlyle Ares, Blue Owl, CVC could fall circa 40 - 45 % from their recent peaks, but they will most likely recover along the AI technology giants stocks of Amazon, Alphabet, Meta and Microsoft. In the mid-ter 3 to 5 years.
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