Sonali Basak
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- Milken Institute1h 1m
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.
- Milken Institute1h 0m
Capital Markets 2025: Shaping and Scaling the Future | Global Conference 2025
Sonali Basak, Sumer Dewan, Jim Esposito, Viswas Raghavan, Seema Shah, Jeffrey Solomon
Panelists led by Seema Kenji analyze a structural macroeconomic shift where sovereign debt burdens have transferred to private sectors, creating a new environment characterized by the Trump administration's tariff and deregulation triad and a decade of anticipated high volatility. While market dislocations remain orderly and liquidity persists, regional dynamics are pivoting toward Asia as India and ASEAN emerge as critical growth engines and internal trading blocs. Looking forward, the consensus emphasizes corporate stress testing and long-term conviction in US assets, with technology and scenario analysis serving as primary drivers for navigating the upcoming period of fiscal dominance and reserve currency trust deficits.