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



BX Forecast + Options Trading Strategies   BX  Blackstone (0.91)


CMI Forecast + Options Trading Strategies   CMI  Cummins (0.89)


KKR Forecast + Options Trading Strategies   KKR  KKR (0.88)


HBAN Forecast + Options Trading Strategies   HBAN  Huntington Bancshares (0.87)


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



Uncorrelated Assets

Assets with little price relationship to OWL



EA Forecast + Options Trading Strategies   EA  Electronic Arts (0.0)


AEO Forecast + Options Trading Strategies   AEO  American Eagle Outfitters (-0.0)


GO Forecast + Options Trading Strategies   GO  Grocery Outlet (-0.0)


MUB Forecast + Options Trading Strategies   MUB  BlackRock Institutional Trust Company N.A. - iShares National Muni Bond (-0.01)


XRX Forecast + Options Trading Strategies   XRX  Xerox (0.01)



Anticorrelated Assets

Assets that tend to move strongly against OWL



EWW Forecast + Options Trading Strategies   EWW  iShares MSCI Mexico (-0.54)


KO Forecast + Options Trading Strategies   KO  Coca-Cola (-0.59)


SPXU Forecast + Options Trading Strategies   SPXU  ProShares UltraPro Short S&P 500 (-0.62)


TMDX Forecast + Options Trading Strategies   TMDX  Transmedics (-0.65)


STNE Forecast + Options Trading Strategies   STNE  StoneCo (-0.67)









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