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Brookfield's 2026 Investment Outlook: A Defining Moment for Global Markets
Globenewswire· 2025-12-16 11:45
Core Insights - Brookfield's 2026 Investment Outlook emphasizes a significant investment period driven by structural, multi-decade cycles, including rising electricity demand, rapid AI adoption, and the reorientation of global supply chains [1][2] Infrastructure - A once-in-a-generation investment supercycle is underway, with infrastructure at its center, driven by AI, electrification, and reindustrialization [4] - Brookfield is collaborating with corporates and sovereigns to develop essential power, data, and logistics networks to support global growth [4] Renewable Power & Transition - Access to power is identified as a strategic priority for economic growth, with a focus on scalable, reliable, and clean energy solutions [5][6] - The approach includes a mix of renewables, storage, nuclear, and natural gas to meet soaring demand [8] Private Equity - The private equity sector is shifting towards operational excellence for value creation, moving away from financial engineering [7] - Opportunities are seen in industrial companies needing operational transformation due to deglobalization and digitalization [9] Real Estate - 2026 is expected to be a year of tactical investment in real estate, with a focus on selectivity and operational value creation [10] - Key areas of opportunity include diversified housing, logistics, and hospitality, driven by long-term structural demand [10] Credit - The credit market fundamentals are robust, with increasing demand for financing and a focus on disciplined underwriting [11] - High-quality borrowers and resilient income structures are prioritized to capitalize on attractive investment opportunities [11]
Brookfield: The Staggering Growth Of Asset Management
Seeking Alpha· 2025-12-15 18:10
Brookfield Corporation's ( BN ) asset management business is seeing rapid growth that's set to drive consistent recurring revenue and earnings visibility for years to come. The company's 73% ownership of Brookfield Asset Management ( BAM ) is its most prizedThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth c ...
Zacks Industry Outlook Atmos, Brookfield and Spire
ZACKS· 2025-12-15 11:16
For Immediate Release Chicago, IL – December 15, 2025 – Today, Zacks Equity Research Equity areAtmos Energy Corp. (ATO) , Brookfield Infrastructure Corp. (BIPC) and Spire Inc. (SR) .Industry: Utility - GasLink: https://www.zacks.com/commentary/2803777/3-gas-distribution-stocks-to-buy-from-a-challenging-industryNatural gas distribution companies offer services to transport natural gas from the region of production to millions of consumers across the United States. The utilities under the Zacks Utility Gas Di ...
Brookfield Infrastructure Partners: Buy This Solid Yield While It's Undervalued
Seeking Alpha· 2025-12-12 13:30
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.The AI revolution may be in full swing, but investing in AI names like Oracle ( ORCL ) may be a risky proposition full of ups and downs. This is driven by lo ...
达能周志刚或升职:爱他美们与医学营养品一起管丨消费参考
(原标题:达能周志刚或升职:爱他美们与医学营养品一起管丨消费参考) 21世纪经济报道记者贺泓源、实习生李音桦 外企们纷纷在华精简机构。 有市场消息称,主管爱他美等奶粉业务的周志刚将升职,成为达能中国专业特殊营养业务的"领头人", 自2026年1月1日起生效。 此前,达能相关业务被划分为婴幼儿营养品、儿童与成人医学营养品两部分,各设一位高管进行运营。 对此,达能中国向21世纪经济报道回应称,组织架构调整属于商业秘密,不方便透露具体细节或对市场 传闻进行评论。并称,作为"振新达能"战略下一篇章的重要部分,决定以更精简的公司领导架构,加速 推动转型,以更专注、更敏捷的方式持续向前发展。 需要注意的是,达能以一位高层"统管"专业特殊营养业务的安排并不少见。例如,在英国与爱尔兰,达 能也设有专业特殊营养副总裁一职,管理儿童与成人医学营养品、婴幼儿配方奶粉、婴儿食品业务。 背后是,达能想要做大专业特殊营养业务。 达能CEO盛睿安(Antoine de Saint-Affrique)就对外提到,医学营养品是达能最大的长期增长机会之 一,未来几年要加速发展医学营养品,同时将婴幼儿奶粉打造成更具差异化、更高附加值的业务。 20 ...
Brookfield Corporation (BN:CA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Seeking Alpha· 2025-12-09 17:47
PresentationUnknown Attendee Okay. Thank you. Good morning, everyone. It's my pleasure to introduce Bruce Flatt, CEO and Chair of the Board of Brookfield. Over the last several years, the Brookfield ecosystem has evolved into a leading global alternative asset manager with over $580 billion in fee-bearing capital across a wide range of strategies. The firm also operates a fast-growing insurance business and annuities business on the other side of the house now under BN, with deep expertise across the invest ...
Brookfield CEO Bruce Flatt on $20 billion partnership with Qatar
Youtube· 2025-12-09 17:42
because I'm here with Bruce Flat, the CEO of Brookfield. Thank you, Bruce, for joining us today. Um, so the new partnership that Sarah just outlined, that's part of a new strategy aimed at investing in infrastructure broadly, uh, tied to AI.You have 10 billion in equity through your own balance sheet and third party investors, including Nvidia. Um, and along with co-investments in debt, you plan to build and acquire as much as a hundred billion dollars worth of AI infrastructure. Um, this of course is again ...
Brookfield (NYSE:BN) Conference Transcript
2025-12-09 16:40
Summary of Brookfield Conference Call (December 09, 2025) Company Overview - Brookfield is a leading global alternative asset manager with over $580 billion in fee-bearing capital across various strategies [1][3] - The firm has a rapidly growing insurance and annuities business under BN, showcasing deep expertise across the investment landscape [1] Fundraising Environment - Brookfield has a diversified business model with significant operations in real estate, infrastructure, renewables, credit, and private equity [3] - The company raised $120 billion in 2024 and $100 billion in 2025, with expectations for larger fundraising in 2026 due to multiple large funds in the market [4] - The diversified nature of Brookfield's business has insulated it from fundraising challenges faced by single-industry firms [4] AI Infrastructure Initiatives - Brookfield views AI infrastructure as a multi-trillion dollar capital formation cycle, with potential assets reaching $100 billion [5] - The company emphasizes the critical need for power to support AI development, leveraging its extensive experience in the power sector [5][9] - Brookfield is actively building AI infrastructure, akin to historical infrastructure developments like railways and roads, which will continue for the next 15 years [7][9] - The company has established partnerships with major tech firms like Microsoft and Google to support AI infrastructure [8] Capital Deployment and Investment Strategy - In 2025, Brookfield invested $110 billion across various sectors, including private equity, real estate, and infrastructure [16] - The company aims to maintain a diversified investment strategy to mitigate risks associated with market fluctuations [16] - Brookfield has seen a positive trend in monetization activities, with over $75 billion in sales year-to-date through Q3 2025, and anticipates continued growth in 2026 [17][18] Insurance Business Growth - Brookfield's insurance platform is investment-led, focusing on minimizing insurance risk while maximizing returns [19][22] - The insurance business is expected to grow significantly, with a target of reaching $500 billion in assets [21] - The strategy involves seeking low-risk opportunities in property and casualty insurance, leveraging existing knowledge in real estate and renewable facilities [27][30] Private Credit and Real Estate - Brookfield's private credit business, which accounts for about one-third of its asset management fees, is focused on asset-backed finance and opportunistic lending [32] - The company is optimistic about the real estate market, noting strong fundamentals and a recovery in capital markets, which will facilitate transaction activity [35][39] - Brookfield raised a significant fund of $17.5 billion for real estate, indicating a healthy fundraising environment for quality sponsors [37] Conclusion - Brookfield is well-positioned for growth across its diversified business segments, with strong fundraising capabilities, a focus on AI infrastructure, and a robust insurance strategy [1][4][5][19]
Brookfield Corporation Announces Pricing of C$1 Billion of Medium-Term Notes
Globenewswire· 2025-12-09 01:00
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION TO THE UNITED STATES BROOKFIELD, NEWS, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Brookfield Corporation (NYSE: BN, TSX: BN) today announced the pricing of a public offering of C$1 billion aggregate principal amount of medium-term notes (“notes”), comprised of C$350 million aggregate principal amount of medium term notes due March 1, 2033, which will bear interest at a rate of 4.388% per annum, payable semi-annually and C$650 million aggregate princ ...
Santee Cooper Approves MOU with Brookfield Asset Management to Proceed with Feasibility Study
Businesswire· 2025-12-08 18:28
MONCKS CORNER, S.C.--(BUSINESS WIRE)--Taking the next step in the potential sale of two partially built AP1000 units to Brookfield Asset Management, the Santee Cooper Board of Directors approved today a Memorandum of Understanding (MOU) that establishes a formal feasibility period regarding completing those units. With surging residential and industrial customer demand, and with the support of state leaders, last year Santee Cooper recognized a potential opportunity to identify a third party who would compl ...