How Brookfield is looking to win in the infrastructure supercycle and beyond

LiveWire

11/10

This interview was filmed on 17 September 2025. Behind every great technological or economic development is a story of infrastructure. Whether it's digitisation, AI, re-shoring or supply chains, it's...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2582812621"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2582812621\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2582812621?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-10 09:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582812621","market":"nz","top_or_hot":-1,"title":"How Brookfield is looking to win in the infrastructure supercycle and beyond","media":"LiveWire","content":"<div>\n<p>This interview was filmed on 17 September 2025.\nBehind every great technological or economic development is a story of infrastructure. \nWhether it's digitisation, AI, re-shoring or supply chains, it's...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/how-brookfield-is-looking-to-win-in-the-infrastructure-supercycle-and-beyond\">網頁鏈接</a>\n\n</div>\n","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Brookfield is looking to win in the infrastructure supercycle and beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Brookfield is looking to win in the infrastructure supercycle and beyond\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">LiveWire</strong><span class=\"h-time small\">2025-11-10 09:48</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>This interview was filmed on 17 September 2025.\nBehind every great technological or economic development is a story of infrastructure. \nWhether it's digitisation, AI, re-shoring or supply chains, it's...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/how-brookfield-is-looking-to-win-in-the-infrastructure-supercycle-and-beyond\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.livewiremarkets.com/wires/how-brookfield-is-looking-to-win-in-the-infrastructure-supercycle-and-beyond\">LiveWire</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/how-brookfield-is-looking-to-win-in-the-infrastructure-supercycle-and-beyond","article_id":"2582812621","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/how-brookfield-is-looking-to-win-in-the-infrastructure-supercycle-and-beyond","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582812621","pubTimestamp":1762739281,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"This interview was filmed on 17 September 2025.Behind every great technological or economic development is a story of infrastructure.Whether it's digitisation, AI, re-shoring or supply chains, it's infrastructure that's at the \"epicentre\", says Sam Garetano, portfolio manager for Brookfield's Brookfield Infrastructure Income Fund .AI has emerged as the dominant driver in recent years, but it's just one aspect of the impressive growth that's happening in the sector, according to Garetano.\"We believe we're in an infrastructure supercycle. There's billions if not trillions of dollars required in all the industries we focus on.\". While data centres dominate the AI discussion, it's the domino effect of AI growth where Garetano sees the opportunities.\"If you think about how is AI going to play out, it's not just data centres, it's power.\". \"We invest in wind, solar, we also invest in battery, we invest in nuclear, we invest in conventional energy sources. All that power is going to need to b","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4543":"AI","AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4023":"应用软件"},"translate_title":"布鲁克菲尔德如何寻求在基础设施超级周期及以后获胜","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.81},"content_text":"This interview was filmed on 17 September 2025.\nBehind every great technological or economic development is a story of infrastructure. \nWhether it's digitisation, AI, re-shoring or supply chains, it's infrastructure that's at the \"epicentre\", says Sam Garetano, portfolio manager for Brookfield's Brookfield Infrastructure Income Fund (BII). \nAI has emerged as the dominant driver in recent years, but it's just one aspect of the impressive growth that's happening in the sector, according to Garetano. \n\"We believe we're in an infrastructure supercycle. There's billions if not trillions of dollars required in all the industries we focus on.\"\nWhile data centres dominate the AI discussion, it's the domino effect of AI growth where Garetano sees the opportunities. \n\"If you think about how is AI going to play out, it's not just data centres, it's power.\"\n\n\n\n\n\n\n\n\n\n\n\nThe AI Domino Effect (Source: Brookfield)\n\"We invest in wind, solar, we also invest in battery, we invest in nuclear, we invest in conventional energy sources. All that power is going to need to be transported to these data centres.\"\n\n\n\n\n\n\n\n\n\nBrookfield's Sam Garetano\nThe other side of the coin is the infrastructure needed to support the growth of AI inference and training. AI will reach mass adoption through smartphone integration and that means we're also going to need substantial investment in densification networks, says Garetano. \n\nIt's thinking about the bigger societal picture that drives Brookfield's approach. \n\"When we think about the opportunity set, it's how do we invest in these projects that can improve capacity, improve their operations, so our everyday lives as individuals have improved,\" says Garetano. \n\"That's ultimately what we're investing in Brookfield and trying to do it on a scale that very few others can.\"\nBrookfield has recently closed on a series of state-of-the-art data centres in Europe, as well as an 11-gigawatt virtual power purchase agreement with Microsoft and a three-gigawatt hydroelectric partnership with Google in the US. It has also significant investments in Australia, including the Victorian utility provider AusNet.\nIt's about capitalising on opportunities as they come along but always keeping the longer-term outlook in mind. \n\"Ultimately, we're value investors. We don't want to overpay for an asset, we don't want to participate in a crowded trade. We're really thinking about where can we invest that we can drive long-term value in themes or investments for 10, 20, 30 years. We're probably a little bit longer term of an investor than some of our peers.\"\n\n\n\nThe benefit for investors is that the fund couples reliable income with compounding growth.\n\n\"It's really through building a portfolio that is diversified, that has global exposure and developed markets and high-quality businesses,\" says Garetano. \n\n\n\n\n\n\n\n\n\nHow infrastructure performs compared to other assets (Source: Brookfield)\n\"From an underlying perspective, we're really looking to invest in assets that on day one provide a stable, predictable cashflow stream.\"\n\"We've built a portfolio that provides a very stable, predictable return stream month over month, year over year.\"\n\n\nDespite the sector growth, risks do remain, and this has also shaped Brookfield's approach.\n\"The biggest risk is jurisdiction risk,\" said Garetano. \"We always look to invest in stable, predictable regulatory regimes. You don't want to invest where someone changes the rules on you. So we've been very disciplined to how we think about entering new markets.\"\nInfrastructure is unsurprisingly a sector that is directly impacted by environmental, political and regulatory changes, and this is a key consideration for Brookfield.\n\"It's why we have a local boots on the ground model,\" says Garetano. \"It's not me flying from New York and a suit and tie to different countries and trying to speak the local language and build relationships. We have dedicated teams on the ground that are building relationships with the governments, with customers, with the regulators, to really succeed in those markets.\"\nBrookfield has also been careful to avoid inappropriate leverage, which has undone some infrastructure investors recently, or chase government subsidies. It leaves Brookfield's infrastructure fund well-insulated from sudden shocks. \n\"We're not concerned because we weren't chasing those tailwinds. Maybe we were benefiting from it, but that was included in the upside case.\"\n\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}