Brookfield Asset Management President Connor Teskey on “Going Long with FCLTGlobal” Podcast

Connor Teskey, President of Brookfield Asset Management, examines the resilience of long-term real asset investments amidst short-term market volatility and geopolitical shifts. Three primary mega-trends—deglobalization, digitalization, and decarbonization—drive global capital allocation, necessitating a strategic move from pure efficiency toward greater supply chain resiliency. Data centers and renewable energy infrastructure represent critical, capital-intensive requirements for these trends, where demand consistently outpaces supply. Rather than speculative builds, institutional investment now focuses on long-term contracted offtake. Furthermore, a shift toward partnerships with leading global corporations allows private capital to provide both funding and operating expertise for large-scale projects, such as semiconductor facilities and clean energy initiatives. These private real assets serve as a vital portfolio ballast, offering inflation protection and consistent returns that remain decoupled from the volatility of public markets.