A Historic Opportunity To Buy The Dip In Alternative Asset Managers

Leading alternative asset managers have tumbled nearly 50% from their highs. AI and infrastructure investments could fuel enormous growth. Historically low valuations could offer exceptional long-term returns.

Seeking Alpha • a day ago

Ares Management: Q3 Will Look Slower, The Earnings Engine Is Not

Ares Management Corporation remains a Buy as earnings growth outpaces recent multiple compression, presenting an attractive accumulation opportunity. Q2 delivered strong results: after-tax realized income per share rose ~25% YoY, fee-related earnings up ~20%, and margins widened to 42.2%. Pipeline strength is evident with committed capital not yet paying fees rising to ~$114b, supporting future management fee growth.

Seeking Alpha • Oct 22, 2026

Ares Management (ARES) Reports Next Week: Wall Street Expects Earnings Growth

Ares Management (ARES) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 22, 2026

Ares and Norges Bank Investment Management Establish up to €1.5 Billion European Logistics Investment Partnership

LONDON--(BUSINESS WIRE)--Ares Management Corporation (“Ares”) (NYSE: ARES), a leading global alternative investment manager, announced today that Ares Real Estate has established a European logistics investment partnership with Norges Bank Investment Management (“NBIM”). NBIM has made an equity commitment of €1.5 billion. This transaction marks the first collaboration between Ares and NBIM. Ares will target attractive logistics investment opportunities across Europe, with a focus on modern, hig.

Business Wire • Oct 21, 2026

My 3 Favorite Stocks To Build Serious Wealth Right Now

Amazon, Ares Management, and MIAX are my top picks in a market driven by AI capex and selective profitability. AMZN's massive AI-backed capex is supported by strong demand, with potential for $1 trillion in AWS revenue and double-digit EPS growth. ARES offers private credit exposure, robust AUM growth, and a near 5% yield, trading at a six-year low P/E with double-digit EPS growth expected.

Seeking Alpha • Oct 21, 2026

KKR to sell railcar-leasing company Infinity to Ares for $2.9 billion

US investment firm KKR said on Monday ​it will sell railcar-leasing company Infinity ‌Transportation to peer Ares Management for about $2.9 billion.

Reuters • Oct 19, 2026

KKR to Sell Infinity Transportation to Ares for $2.9 Billion

NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) and Ares Management Corporation (NYSE: ARES) (“Ares”) today announced a definitive agreement under which KKR will sell Infinity Transportation (“Infinity” or the “Company”), a scaled, full-service railcar and intermodal equipment lessor, to Ares Infrastructure Equity and Ares Insurance Solutions funds for an enterprise value of approximately $2.9 billion. The transaction is subject to customary closing conditions and regulatory approvals.

Business Wire • Oct 19, 2026

2 BDCs To Buy That Could Replace ARCC And OBDC In Your Portfolio

BDC valuations have dropped to levels seen only a few times in the sector's history, which creates a rare entry point for patient investors. The usual household names may not be the safe haven many assume, especially as a credit cycle looms. I highlight 2 lesser-known BDCs that come out ahead on fees, portfolio quality and leverage.

Seeking Alpha • Oct 19, 2026

The AI Bubble's Biggest Problem

The AI boom could transform the global economy. However, a massive, overlooked problem threatens to undermine the investment returns of some of the market's most popular stocks. I believe there is a much safer way to profit from the AI boom, and detail why I think that leading AI stocks may underperform moving forward.

Seeking Alpha • Oct 12, 2026

Buy 9 S&P500 IDEAL "Safer" October Dividend Dogs

I spotlight nine 'safer' S&P 500 Dogs, including VICI, KHC, and PFE, as prime dividend opportunities with strong free cash flow coverage. Analyst projections indicate top-ten S&P 500 Dogs could deliver 17.5%–33.2% net gains by October 2027, with a 37.1% average net gain across the group. Seven of the top ten 'safer' Dogs already meet the fair price standard, with only modest corrections needed for the remainder to align with ideal yield metrics.

Seeking Alpha • Oct 11, 2026