Megan Neuburger

Navigating Global Markets: Opportunities, Risks, and Strategies | Global Conference 2025

Sonali Basak, Joshua Friedman, Andrew Junkin, Megan Neuburger, Michael Rees

Blue Owl Capital is transitioning its asset management strategy to target the industry's top 250 firms by shifting from pure investment execution to a holistic model that productizes offerings for diverse global investors while maintaining a bias toward non-manufacturing entities. Concurrently, the private credit market is adapting to deteriorating deal terms and regulatory shifts by serving as an escape valve for investment-grade issuers, particularly within the AI cycle, though investors remain cautious regarding tariff-induced inflation and elevated Treasury yields. Despite these headwinds, the firm emphasizes resilient direct lending and asset-backed finance opportunities that leverage regulatory constraints on traditional banks to generate sustainable, fee-driven cash flows.