Bloomberg Talks Ares CEO Mike Arougheti Talks Earnings, M&A Demand, 401(k) Market
Aug 1, 2025
Michael Arougheti, CEO of Ares Management, shares his insights on second-quarter earnings and the increasing demand for M&A fueled by US deregulation. He emphasizes the importance of liquidity in private markets and predicts an optimistic future for corporate transactions. Arougheti discusses the evolving 401(k) landscape, highlighting potential changes that could enhance access to private investments for individuals. With a focus on innovation and market adaptability, this conversation captures a dynamic view of the investment landscape.
AI Snips
Chapters
Transcript
Episode notes
Beyond M&A: Liquidity Drives Market
- Alternative asset management success does not solely depend on M&A and private equity volumes.
- Liquidity needs and refinancing offer significant opportunities even in subdued deal markets.
Diversification Builds Resilience
- Diversifying by product, geography, and capital structure creates a resilient investment business.
- A versatile approach enables steady performance through market cycles.
Pent-Up M&A Demand Emerges
- Despite volatility, underlying portfolio performance remains strong globally.
- Market shows real pent-up demand and optimism for M&A activity.