NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced it will release its financial results for the fourth quarter ended December 31, 2025 on Thursday, February 5, 2026 before market open. Blue Owl invites all interested persons to its webcast / conference call at 10 a.m. Eastern Time to discuss its results. Conference Call Information: The conference call will be broadcast live on the Shareholders section of Blue Owl's website at www.blueowl.com. Participants ...

Key Takeaways Apollo reported preliminary Q4 alternative net investment income of about $325M pre-tax.Athene Holding's pooled investment vehicle is estimated to deliver a 10% annualized Q4 return.Fourth-quarter 2025 income is expected to exceed $269M in Q4 2024, with steady growth projected ahead.Apollo Global Management, Inc. (APO) and its subsidiary Athene Holding Ltd. reported preliminary estimates of the company’s alternative net investment income for the fourth quarter ended Dec. 31, 2025.The metric is ...

分组1 - Private wealth has driven alternative investments past $1 trillion, attributed to the availability of institutional-grade products for individual investors, including non-traded REITs and interval funds [1] - Venezuelan government and PDVSA bonds surged by up to 8.5 cents on the dollar, approximately 20%, with expectations of further gains following potential political changes [2] - JPMorgan has formed a special advisory group to offer clients various capabilities without initial charges, including investor relations and technology procurement [3] - Top funds have shown volatility, ranking in the top quartile of their categories about half the time over a decade, indicating that long-term winners often experience short-term fluctuations [4] - Asset management partnerships are expanding, with some firms forming multiple partnerships to offer alternative strategies from various competitors [5] 分组2 - U.S. ETFs saw record inflows of $1.49 trillion in 2025, surpassing the previous year's record of $1.12 trillion, marking the second consecutive year of inflows exceeding $1 trillion [6] - New provisions from Secure 2.0 will limit catch-up contributions to Roth 401(k)s for higher earners starting in 2026, affecting those earning over $145,000 [7] - Private equity management fees have reached a new low of 1.61% of assets, significantly below the traditional 2% fee [8] - Blackstone's BREIT is offering a 1% bonus share incentive for investors subscribing between January and April 2026 [9] - The trend of alternative investing is gaining momentum due to a concentrated equity bull market and the financial planning community's push for sophisticated investment strategies [10] 分组3 - XA Investments is launching a credit interval fund index (INTVL-C) that tracks alternative credit funds with a majority allocation to credit strategies [11]

Core Insights - Summit Wealth Group, a registered investment advisor based in Colorado Springs, has expanded its leadership team by hiring a new head of advisor success and chief investment officer to support its growth initiatives [1][2]. Leadership Changes - Seamus O'Brien has been appointed as the head of advisor success, coming from SEI, where he was the business development director for RIA experience. His responsibilities will include overseeing mergers and acquisitions, recruiting, partnerships, and organic growth initiatives for the firm, which manages $2.5 billion in assets [2][3]. - Chelsea Ganey has been hired as the chief investment officer, previously serving as chief strategy officer at Moran Wealth Management, which has over $5 billion in assets under management. Ganey will lead portfolio management, trading, and investment research at Summit Wealth [4][5]. Strategic Growth Initiatives - The hiring of O'Brien and Ganey is part of Summit Wealth's strategy to enhance advisor success and attract new advisors who align with its community-driven culture. CEO Randy Morris emphasized the need for dedicated leadership to support advisors throughout their lifecycle, from recruitment to long-term scaling [3][5]. - Summit Wealth recently received a strategic minority investment from Constellation Wealth Capital to bolster its growth initiatives, including the addition of new senior leadership [6].

Core Insights - Real estate is presented as a viable alternative investment option during economic uncertainty, providing potential returns and shielding investors from stock market volatility [1] - A significant portion of high-net-worth individuals are diversifying their portfolios with alternative investments, with 40% of those with $1 million to $5 million in assets and 80% of those with over $10 million engaging in such investments [2] Group 1: Market Trends - U.S. equities are facing challenges due to tariff concerns and market overvaluation, leading to increased interest in cash and cash equivalents as a means to preserve wealth [3] - High-net-worth individuals are reportedly holding about 20% of their net worth in cash and cash equivalents as of 2024, indicating a cautious approach to market volatility [6] Group 2: Real Estate Investment Options - Rental properties are recognized as a steady source of passive income, but managing them can be burdensome for many investors [7] - Platforms like Arrived allow investors to buy shares in vacation homes or rental properties, starting with investments as low as $100, thus providing a hassle-free way to earn passive income [9] - Accredited investors can invest in commercial real estate through First National Realty Partners (FNRP), with a minimum investment of $50,000, focusing on properties leased by national brands [11][13] - Mogul offers fractional ownership in high-quality rental properties, with an average annual internal rate of return (IRR) of 18.8% and cash-on-cash yields between 10% and 12% [14][15] Group 3: Alternative Asset Classes - Fine art is highlighted as a resilient asset class during market turbulence, with high-net-worth collectors allocating about 20% of their wealth to art in 2025 [16] - Masterworks enables investors to buy fractional shares in high-value artworks, yielding net annualized returns of 14.6%, 17.6%, and 17.8% from previously sold pieces [18]

Core Insights - The company has established a strong position in the Latin American alternative asset market, similar to trends seen in the U.S. and Europe, with a focus on brand recognition and platform attractiveness [1] - Distributable earnings for the quarter reached R$57 million, reflecting a 12% year-over-year increase on a per share basis, indicating robust growth [1][36] - The company anticipates a strong finish to the year with several fund closings and continued fundraising success despite varying interest rate environments [2] Fundraising and AUM Growth - The company reported R$70 billion in assets under management (AUM), an 8% year-over-year growth, driven by capital raising efforts in private market funds [3] - Fee-related earnings for the quarter were R$53.8 million, or R$1.02 per share, with adjusted distributable earnings at R$57.1 million, or R$1.08 per share [4][36] - The integration with Compass has created a leading pan-regional alternative asset manager, enhancing the company's product offerings and distribution capabilities [5][6] Strategic Developments - The acquisition of Lacan, a timberland investment management organization, is expected to enhance the company's forestry strategy and contribute positively to AUM and segment results [9][10][12] - The company has successfully secured commitments from international investors, including a significant milestone with a Mexican LP for VCP IV, showcasing the effectiveness of the integrated platform [8][24] - The company is launching new investment strategies in collaboration with top asset managers, including a new retirement strategy with BlackRock, further expanding its offerings [18][19] Market Conditions and Performance - The Brazilian economy is showing strong growth post-pandemic, while the stock market remains stable, presenting an attractive entry point for medium-to-long term investors [14][15] - The company is experiencing outflows in its IP&S segment, primarily due to high interest rates, but expects to see a moderation in negative impacts moving forward [16][62] - The company anticipates continued growth in fee-related earnings driven by new commitments in private markets and a strong advisory service pipeline [31][36]

Core Insights - Alternative investment managers are increasingly interested in catastrophe bonds linked to wildfire risks, a sector previously deemed too complex to model [1][3] Catastrophe Bonds Market Overview - Over $5 billion in catastrophe bonds with wildfire exposure were issued in 2025, more than double the amount from 2024, which had seen only individual bond sales in the tens of millions [2] - The overall issuance of catastrophe bonds reached a record $23 billion in 2025, with projections indicating the total market could end the year around $60 billion [3] Investor Sentiment and Market Dynamics - Improved modeling techniques have shifted investor sentiment towards wildfire risks, encouraging fund managers to explore this previously "untouchable" risk category [3][10] - The California FAIR Plan Association issued a debut wildfire cat bond, raising $750 million, which is the largest pure wildfire cat bond to date [8] Regional Developments - Other regions, such as Colorado and Europe, are considering the use of catastrophe bonds to manage increasing wildfire risks [9] Risk Modeling and Pricing - Advances in modeling, including the use of artificial intelligence, have led to more reliable loss estimates for wildfire risks, resulting in better pricing and broader investor participation [10] - Wildfire cat bonds currently have risk premiums six to eight times higher than traditional bonds based on more understood risks, such as hurricanes [11] Market Performance and Future Outlook - The Swiss Re Global Cat Bond Performance Index increased by approximately 11% in 2025, outperforming other bond indices [14] - Primary issuance of catastrophe bonds is expected to be strong in 2026, driven by lower spreads and the reinsurance market's push to transfer additional risks to capital markets [16]

In the months since President Donald Trump ordered a review of ERISA fiduciary guidelines aimed at expanding access to alternative investments, debate and research around these once-niche assets has surged. And 401(k) plan advisors are increasingly warming to them as well, a new study shows. Roughly 1 in 4 defined contribution plan advisors say they are likely to recommend alternatives in workplace plan offerings, with 10% already doing so, according to a survey from market research firm Escalent. The s ...

Shutterstock/Miljan Zivkovic Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. In a time of heightened economic uncertainty, institutional and individual investors have been increasingly allocating capital to alternative investments such as private equity (PE) and real estate. They’re not just seeking potentially higher long-term returns, but also stronger diversification and inflation hedging. Alternative investments are no longer considered niche asset ...

Group 1 - The article discusses the concentration of market leadership and its potential implications for future returns, citing the dot-com bubble as a historical example where the top 10 stocks' market capitalization rose from 15% to 24% between 1997 and 2000 [1] - Long-duration bonds are regaining their role as core diversifiers as yields on long-term Treasuries and investment-grade corporates have climbed to levels more in line with historical averages, although medium-term declines in yields are anticipated [2] - The ultrawealthy have access to a private stock market for early-stage companies, creating a two-tier market where privileged investors can buy shares before public listings, leaving others with slower-growing options [3] Group 2 - The SEC's initiative to democratize access to private market investments has been criticized as an irresponsible move away from foundational securities laws, according to SEC Commissioner Caroline Crenshaw [4] - A proposed small-business provision could allow mutual funds and other investment companies to omit certain fees from their disclosures, raising concerns about investor protection and transparency [5] - A significant shift is occurring in defined contribution plans, with 25% of advisers likely to recommend alternative investments following a policy change by the Department of Labor [6] Group 3 - The article highlights the convergence of public and private markets, exemplified by BlackRock's shift from traditional asset management to a broader investment strategy [8] - The predictive power of fees on fund performance has strengthened in recent years, indicating a growing importance of fee structures in investment decisions [9] - Ares CEO has expressed skepticism regarding the value of retail partnerships that combine traditional and alternative products, despite exploring potential collaborations [10] Group 4 - Blackstone's BCRED has reported record fundraising and an increase in share repurchases, with an estimated 4.5% of shares outstanding repurchased in the fourth quarter [13]