Demand For Private InvestmentsAs a large, global alt manager with a strong track record and outsized exposure to hot asset classes, BAM is positioned well to reap the benefits of continued demand for private investments.
Earnings GrowthBAM's earnings growth appears set to accelerate with additional contributions from AEL insurance assets, Transition and Real Estate flagship fundraising, and margin expansion potential.
Operational TailwindsPotential operational tailwinds from lower interest rates are beneficial for BAM shares, predominately due to the company's large Real Estate exposure.