In this episode, Sarah Williamson speaks with Brookfield’s Connor Teskey on several key trends affecting the global economy, investment strategies, and the role of private capital in shaping the future, ranging from technological advancements and decarbonization to the growing importance of private real assets. This discussion offers valuable insights into the opportunities and challenges investors face in a rapidly changing global landscape.

Topics include:

[00:05:00]– The role of technology in investment and AI’s emerging influence on industries like energy, transportation, and manufacturing.[00:09:30]– Renewables, particularly onshore wind, solar, and battery storage as the dominant low-cost energy solutions, and the geopolitical benefits of domestic renewable energy sources.[00:19:00]– Short-term vs. long-term investment horizon and the stability of real assets during periods of market volatility.[00:24:00]– Liquidity in real assets, and the growing investor interest in real assets for their inflation-hedging and stabilizing qualities.[00:28:00]– Growth of private capital, particularly the shift towards partnerships with large corporations.[00:34:00]– Future trends in asset allocation, market volatility, and how private markets will continue to expand.

에피소드 ID:1000705389700

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발매일:2025. 4. 29. 오후 7:00:00