Ares Management L.P.首席执行官Michael Arougheti近日表示，尽管全球宏观经济环境存在不确定性，但该公司为新机构客户设立基金的储备管道依然保持强劲势头，这一积极态势预计将延续至今年及明年。
这位掌管全球顶级另类资产管理公司的高管指出，当前机构投资者对私募信贷、实物资产等另类投资品类的配置需求持续升温。相较于传统公开市场，这类资产能够提供更具吸引力的风险调整后收益，成为众多养老基金、保险公司等长期资本应对市场波动的关键策略。
Arougheti特别强调，在利率环境持续演变的背景下，机构投资者正积极调整资产组合以寻求稳定现金流与资本保值。而Ares凭借其多元化的投资平台与深厚的行业洞察力，已为承接新一轮资金流入做好充分准备。值得注意的是，欧洲与亚太地区的机构客户对定制化解决方案的需求呈现显著增长态势。
尽管市场对经济衰退的担忧仍未消散，但Ares管理层对今明两年的业务增长前景保持乐观。公司将持续通过产品创新与地域扩张来把握结构性机遇，特别是在基础设施融资、企业私募股权等核心领域深化布局。此番表态反映出另类资管行业在逆周期中展现出的独特韧性。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.