Fundraising MomentumStrong fundraising across listed and private platforms, including significant equity raised, is expected to expand assets under management and boost fee-related revenue.
Recurring Fee IncomeAnalyst recommends maintaining a BUY rating as the company's growing recurring fee-income base and asset-light fund management model should support revenue resilience amid macro uncertainty.
Strategic Growth And M&AOngoing pursuit of acquisitions and a potential merger combined with targeted investments in logistics, self-storage, living and wellness, private credit and data centres could enhance long-term growth and diversify fee income.