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 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Private Wealth Pushes Alternative Investments Past $1 Trillion, Says Stanger “Stanger credits this growth to the widening availability of institutional-grade products to individual investors. Structures such as non-traded REITs, interval funds, and NAV-based BDCs have made private real estate, credit, and equity strategies accessible to accredited investors through independent broker-dealers and r ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Summit Wealth Group, a Colorado Springs-based registered investment advisor launched in May after leaving Commonwealth Financial Network, has hired a new head of advisor success and chief investment officer as it continues to expand its leadership team. Summit Wealth hired Seamus O’Brien from custodian SEI to lead what it calls advisor success across the $2.5 billion, fee-only RIA. His role wil ...

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]

In that sense, we are getting to a point where the recognition of the brand and attractiveness of the platform has put us in a different position from other local and regional players. We had seen a similar evolution in the U.S. and European alternative asset markets with the sector displaying bigger concentration around the larger names and we are starting to witness the same phenomenon in our Latin America market. Moving on to our segment earnings. Distributable earnings reached R$57 million in the quarte ...

Alternative investment managers are starting to take a serious interest in catastrophe bonds tied to wildfires, moving into a risk category that just a few years ago was seen as too difficult to model.More than $5 billion of cat bonds with some level of exposure to wildfire risk were issued by insurers and sold to investors this year, according to Artemis, a specialist in insurance-linked securities that tracks market trends. That’s more than twice the level in 2024, with previous years seeing just a smatte ...

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 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Beyond the Magnificent Seven: Unlocking Value in a Concentrated Stock Market “Periods of market concentration don’t always end in a selloff, but narrow leadership can precede weaker returns. The dot-com bubble is perhaps the clearest example. Between 1997 and 2000, the share of US market capitalization held by the 10 largest stocks surged to 24% from 15%, driven by soaring valuations in technology ...