Me Mega alternative asset managers Loading... : Investor Sentiment and Bull/Bear Views

Naymark believes mega alternative asset managers are long-term AI winners. In an AI-driven economy, owning passive indexes becomes harder because they hold AI losers, while active managers can select winners; mega alts also have proprietary data from decades of deals, long track records and blue-chip franchises that let them survive bad vintages, and should gain share as mid-market firms consolidate. They also benefit from alternatives being underpenetrated in Asia and Europe versus the US and from growth in the high-net-worth retail channel.