Pursuing Income Stability: Direct Lending in Uncertain Environments

CAIS and Blue Owl explore how direct lending strategies may stable income and diversification in evolving markets.

CAIS and Blue Owl explore how direct lending strategies may help advisors seeking income and portfolio diversification while navigating shifting market conditions. Download the paper for insights into how direct lending compares with traditional fixed income, the role of floating rates, and how positioning in the capital structure and covenant protections can support resilience—along with key risks for advisors evaluating these strategies.