other material
confidence high
sentiment positive
materiality 0.25
Brookfield publishes 2026 Investment Outlook highlighting infrastructure supercycle and AI-driven demand
Brookfield Asset Management Ltd.
- CEO Bruce Flatt says disciplined transformation rewards fundamentals, calling 2026 a defining investment period.
- Infrastructure CEO Sam Pollock describes a once-in-a-generation investment supercycle fueled by AI, electrification and deglobalization.
- Renewable Power CEO Connor Teskey emphasizes an 'any-and-all' energy approach including renewables, storage, nuclear and gas.
- Private Equity CEO Anuj Ranjan says value creation now requires operational excellence over financial engineering.
- Real Estate CEO Lowell Baron expects 2026 to be tactical with returning liquidity and selectivity in housing, logistics and hospitality.