Brookfield's Flatt on Private Markets & Deal Making

In Brief

Bloomberg's Erik Schatzker interviewed Brookfield CEO Bruce Flatt at Bloomberg Invest in New York, where they discussed the company's strategic approach to private markets and infrastructure investing amid concerns over newly imposed tariffs on Canada. Flatt highlighted Brookfield's global reach and growing focus on digital infrastructure as key advantages in the evolving private capital landscape.

Big Picture Drivers

• Structural shifts appear to be reshaping the asset management industry, creating new opportunities for large-scale private market investors

• Digital infrastructure is emerging as a key investment thesis for Brookfield's private market strategy

• Long-term capital deployment remains central to Brookfield's approach despite short-term market or political uncertainties

Key Topics

• Asset management evolution and how Brookfield is positioning to capitalize on industry changes

• Investment thesis for infrastructure in both traditional and digital sectors

• Capital deployment strategy across global markets despite geopolitical headwinds

Key Insights

• Alternative investments continue to gain prominence in institutional portfolios, with Brookfield positioned as a leading manager

• Infrastructure focus allows Brookfield to maintain steady returns through market cycles

• Global expansion of private capital appears central to Brookfield's growth strategy

The Wrap

Flatt's discussion reveals Brookfield's continued focus on expanding its private market investment footprint globally, particularly in digital and energy infrastructure, while navigating structural shifts in the asset management industry. Despite external challenges, Brookfield appears committed to its long-term deployment of private capital across diverse infrastructure sectors, positioning the firm to capitalize on institutional demand for alternative investments.