Brookfield Perspectives is a podcast from Brookfield, one of the world’s largest alternative asset managers. Here, we explore how Brookfield invests in the backbone of the global economy—the things you rely on every day that you may not even think about, like wind turbines, water treatment facilities, telecom towers and office buildings. In our first season, we explore our decades-long commitment to renewable energy, and how we’re investing through the world’s largest private fund dedicated to facilitating a net-zero economy. In our second season, we dive into deglobalization and shifting supply chains, examining how these are presenting opportunities across several asset classes. In the third season, we examine digitalization, the use of digital technologies to improve on analog systems and create additional value, and the impact that the exponential growth in data-driven technologies such as AI will have on the investment landscape and the global financial ecosystem.
Covid-19 exposed long-standing weaknesses in the supply chain and transport infrastructure. Dave Joynt, Managing Partner in Brookfield's Infrastructure Group, and Peter Stone, a Senior Vice President at Brookfield focused on portfolio management, discuss the need for supply chain resilience and transport assets like roads, rail, ports and export terminals. They tell us what the outlook is for these industries, why these assets are so important and where the opportunities are.
Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
