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IN Tune: BAM Spin Mechanics & Alternatives in a Higher Rate Environment

Research & Strategy Podcasts November 04, 2022
Research & Strategy Podcasts November 04, 2022

 

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  

Recorded on October 31, Sohrab Movahedi and Étienne Ricard join our IN Tune podcast to discuss their recent report “Spin Mechanics”, covering Brookfield Asset Management and the anticipated transaction to spin out a 25% interest in its asset management franchise as a 'pure play', as well as the drivers of value at BAM and BN, and the value proposition of alternative investment strategies in a higher interest rate environment.


TRANSCRIPT

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