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Blue Owl’s Clarke Plays Down Software Risks, Touts Data Centers

Source: Bloomberg

Artificial IntelligenceCredit & Bond MarketsPrivate Markets & VentureInvestor Sentiment & Positioning

Blue Owl Capital’s global head of institutional capital said the firm is well positioned to withstand AI-driven disruption in software and characterized investor concerns about private credit as overblown. The article provides no financial figures or market reaction.

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