OWL Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: Consistent AUM growth and strategic acquisitions support a bullish perspective. Flat volatility term structure and positive short-term AI forecast suggest potential price rebound.




Bearish Case: Economic headwinds and rising interest rates could pressure borrower defaults, negatively impacting OWL's performance. Elevated implied volatility adds to downside risks.




Potential Outcomes: Expect AUM growth continuation (60%), potential borrower defaults rise (30%), strategic M&A success (10%). Flat volatility supports stable price action.




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June 18, 2025


Blue Owl Forecast

OWL        Blue Owl











Correlated Assets

Assets that tend to move strongly with OWL



HBAN Forecast + Options Trading Strategies   HBAN  Huntington Bancshares (0.89)


VTI Forecast + Options Trading Strategies   VTI  Vanguard Total Stock Market (0.89)


SYF Forecast + Options Trading Strategies   SYF  Synchrony Financial (0.89)


COLB Forecast + Options Trading Strategies   COLB  Columbia Banking System (0.87)


SSO Forecast + Options Trading Strategies   SSO  ProShares Ultra S&P500 (0.87)



Uncorrelated Assets

Assets with little price relationship to OWL



INTC Forecast + Options Trading Strategies   INTC  Intel (-0.0)


AVTR Forecast + Options Trading Strategies   AVTR  Avantor (-0.01)


SIG Forecast + Options Trading Strategies   SIG  Signet Jewelers (0.01)


ALLY Forecast + Options Trading Strategies   ALLY  Ally Financial (-0.01)


DIN Forecast + Options Trading Strategies   DIN  Dine Brands (-0.02)



Anticorrelated Assets

Assets that tend to move strongly against OWL



HII Forecast + Options Trading Strategies   HII  Huntington Ingalls Industries (-0.6)


EC Forecast + Options Trading Strategies   EC  Ecopetrol SA (-0.65)


TMDX Forecast + Options Trading Strategies   TMDX  Transmedics (-0.66)


STNE Forecast + Options Trading Strategies   STNE  StoneCo (-0.7)


UDN Forecast + Options Trading Strategies   UDN  Invesco DB US Dollar Index Bearish (-0.74)









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