Brookfield Asset Management: Reasonably Valued, But AI Tailwinds Could Justify A Higher Valuation

Dividend Collection AgencyInvesting GroupFollowSummaryBrookfield Asset Management is rated a buy, supported by robust Q2 earnings, record fundraising, and accelerating AI infrastructure investments.BAM reported fee-related earnings up 20% year-over-year, record $77 billion fundraising, and significant growth in fee-bearing capital and margins.Strategic AI partnerships and acquisitions position BAM to benefit from global AI infrastructure buildout, leveraging its balance sheet strength and $149 billion dry powder.While shares are not a bargain and near-term volatility is expected, long-term re-rating is possible if BAM successfully monetizes AI-driven growth.Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More » Richard Drury/DigitalVision via Getty Images Introduction Over the past year, it's been tough for asset managers, with many underperforming, primarily due to persistent inflation and private credit concerns due to rising uncertainty from higher-for-longer interest rates. Asset managers haveThis article was written byDividend Collection Agency9.49K FollowersFollowFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group.

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