Infrastructure: "Where Will Brookfield Asset Management Be in 10 Years?" (BAM)

This was Mr. Carney's perch before he became Canada's Prime Minister.

(he also ran a couple central banks) 

From The Motley Fool, July 12: 

• Brookfield Asset Management is a top-tier alternative asset management company.
• The alternative asset management industry is projected to grow rapidly.
• Brookfield has a lot of opportunities to deploy capital and attract new assets. 

Brookfield Asset Management (BAM -0.80%) is a leading alternative asset manager with about $550 billion in fee-bearing capital under management. This might sound like a lot (and it is), but it's a small percentage of the alternative asset management industry.

Brookfield focuses on investment opportunities in real estate, renewable power, infrastructure, private equity, and more. With investor interest in alternative investments surging, what does the future hold for Brookfield Asset Management?

Brookfield Asset Management's massive opportunity 
The alternative asset management industry itself has grown tremendously over the past couple of decades. To say there is growing investor demand for things like private equity investing, private real estate deals, infrastructure investments, and other nonstock market assets would be an understatement. In fact, since the early 2000s, the amount of alternative assets under management globally has grown by 10X. 

 

Brookfield estimates that there is a total of about $150 trillion in global assets under management (all types), and that $25 trillion of it is alternative assets. However, by 2032, this is expected to more than double to $60 trillion, so this translates to roughly $35 trillion in growth opportunities over the next seven years alone....

....MUCH MORE 

 

One of our "set it and forget it" energy favorites, uranium miner Cameco also owns a 49% stake in nuke plant maker Westinghouse. Brookfield owns the other 51%.
Some previous variations on the theme:

Infrastructure: Blackstone Is Buying An Electric Utility (BX; TXNM)
This is something we will see more of, private equity in regulated utilities. It's hard to asset-strip the darn things due to said regulators but boy-oh-boy do they cash flow. Just ask Warren Buffet....

“Energy transition is the strongest commercial trend since the beginning of industrialization” ”There is an estimated $275 trillion capital need over the next 25 years"—Sweden's EQT

 
"9 Takeaways from the JP Morgan Chase Energy Study You Won't Want to Miss"
Or maybe you will want to miss it, your call....
 

And with a lot of links to what we called the infrastructure series (and a couple pretty pictures): 

"Money Managers Rush to Invest in The World’s ‘Essential Plumbing’"
A topic near and dear....