Blue Owl

Private asset funds are no longer fit-for-purpose

The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.

James ClarkeDecember 9, 2025

FIS Oxford 2025

LP demands for bespoke solutions define new era for private managers

Private asset managers can expect to work harder for LP capital as allocators increasingly look for more bespoke, flexible structures that meet their changing needs around liquidity, fee and types of exposures. Investors at FIS Oxford unpack how they approach manager relationships in the new era of private investments.

Darcy SongNovember 10, 2025

InFocus

Believing the hype around data centres

With digital infrastructure projects like hyperscale data centre facilities becoming bigger, more complex and more costly, Blue Owl’s Robert Hartog believes that investors should begin to take part in what he describes as a “generational market opportunity.”

Leng OhlssonSeptember 25, 2025

FIS Stanford 2025

Debt beats equity in data centre boom as scarce capital lifts credit yields

Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.

Brendan SwiftSeptember 25, 2025

Have we crossed the chasm: The future of AI and the demand for data centres

The surging interest in generative AI has triggered a technological arms race, driving demand for data centres. Investors are looking to capitalise on what is often described as a generational opportunity, but as Blue Owl’s James Clarke cautions, there are several important factors to assess in partners for the long-term.

James ClarkeAugust 25, 2025

FIS Harvard 2025

SWIB: It’s ‘harder for companies to live in public markets’

Public markets aren’t functioning as well as they used to, and more and more asset owners are loading up on private assets in a bid to maintain their returns. But private market managers need to realise that their investors want a true partnership, or risk “a washing out”.

Lachlan MaddockMay 20, 2025