Business Insider
03 Mar 2026, 18:30 UTC · 28w ago
Verdict
Headline takes no side. We score OWL −0.60 across four claims — strongly bearish.
−0.60strongly bearish
More negative than 82% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish
Apollo CEO Marc Rowan and Ares CEO Michael Arougheti predict a 'shakeout' of winners and losers in the private markets industry.
So whatPredictions of industry-wide instability from top leaders typically trigger risk aversion and downward pressure on alternative asset manager valuations.
More negative than 91% of claims this week
Investors in semi-liquid retail funds at firms like Blackstone and Blue Owl are increasing their withdrawal requests.
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Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More negative than 86% of claims this week
The private markets sector is facing significant stock price declines, with Apollo down over 27% and Blue Owl down over 33% year-to-date.
More negative than 80% of claims this week
Concentrated portfolios, particularly those heavily exposed to the software industry, are viewed as high-risk due to AI-driven disruption.
So whatThis identifies a specific vulnerability in private credit/equity portfolios that could lead to higher default rates in tech-heavy funds.
More negative than 73% of claims this week
Which stocks this story touches
More negative than 82% of ticker scores this week
Stock price is down over 33% this year and is trading below its initial offering price.
More negative than 76% of ticker scores this week
The company's stock price is down more than 27% this year amid warnings of an industry shakeout.
More negative than 73% of ticker scores this week
The firm is facing increased withdrawal requests from investors in its semi-liquid retail funds.
More positive than 47% of ticker scores this week
The CEO emphasizes risk mitigation through diversification and recent strategic acquisitions.
Near neutral — 90% of ticker scores this week are stronger
Mentioned only in the author's bio regarding a past story about the closure of Zillow Offers.
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WSJ
1h ago
More positive than 76% of relationship scores this week
[mutual] Both are major firms in the private credit and alternative investment sphere.
More positive than 76% of relationship scores this week
[mutual] Both are major firms in the private credit and alternative investment sphere.
More positive than 76% of relationship scores this week
[mutual] Both are major firms in the private credit and alternative investment sphere.
More positive than 76% of relationship scores this week
[mutual] Both are major firms in the private credit and alternative investment sphere.
More positive than 76% of relationship scores this week
[mutual] Both are major firms in the private credit and alternative investment sphere.
−6.6%
Price agrees with the score
$9.97 vs $10.68 close before publication (Mar 2) · not market-adjusted
OWL chart →
