BROOKFIELD - Q4 2025

Brookfield Asset Management continues to reinforce its position as one of the most important long-term allocators of capital in the global economy.In 2025, Brookfield delivered record results, raising over $110 billion in new capital, confirming the strength of its platform across infrastructure, renewable energy, private credit, and real assets. These flows are not cyclical — they are driven by structural demand for long-duration assets backed by predictable cash flows.A key strategic focus is AI-related infrastructure. Brookfield is positioning itself at the intersection of data centers, power generation, grids, and digital infrastructure — the physical backbone required to scale artificial intelligence globally. This is a capital-intensive trend, and Brookfield’s scale, balance sheet, and operating expertise give it a clear competitive edge.At the same time, the company continues to expand in private credit, benefiting from tighter bank regulation and growing demand for flexible, non-bank financing solutions. The recent leadership transition has been orderly, reinforcing continuity rather than signaling a strategic shift.The takeaway is simple: Brookfield is not making tactical bets. It is compounding capital by owning the real assets behind the world’s biggest secular trends — AI, energy transition, and infrastructure — with a long-term, cash-flow-driven mindset.DisclaimerThis content is provided for informational and educational purposes only.It does not constitute financial, investment, legal, or tax advice.Any opinions expressed are based on publicly available information and are not a recommendation to buy or sell any security.Listeners are solely responsible for their own investment decisions.