The artificial intelligence boom has solidified our long-held belief: Industrial businesses essential to global growth never go out of style.

As investor fears rise over AI’s impact on software, it’s crystal clear to us that market-leading industrials and heavy-asset services companies with durable products and cash flow offer some of the most compelling opportunities. Many of the world’s tech behemoths are also discovering heavy assets, adding data centers and power plants to their asset-light business models.

In a recent Bloomberg Television interview at SuperReturn International, Brookfield Private Equity CEO Anuj Ranjan explains why investors are shifting their attention to heavy assets and why we view this trend as a long-term opportunity to capitalize on a structural reinvention of the industrial economy.

Views and opinions expressed are subject to change. This recording is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any product or service of Brookfield Corporation (“Brookfield”) and certain of its affiliates.

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