Brookfield, Macquarie See Power Demand Spurring Infra Bets

The article highlights the views of two major infrastructure investors, Brookfield and Macquarie, on the factors driving their investment decisions. It suggests that the rollback of globalization and the growing demand for artificial intelligence are creating significant opportunities in the infrastructure sector. Brookfield and Macquarie, both leading infrastructure investment firms, believe that the shift away from globalization and the increasing reliance on AI are driving the need for new and upgraded infrastructure. This is expected to spur increased investment in areas such as energy, transportation, and communication networks. The article suggests that these two trends, coupled with the ongoing demand for reliable and efficient infrastructure, are making the infrastructure asset class an attractive investment opportunity for these firms. The article does not provide specific details on the types of infrastructure projects or the expected returns, but it highlights the overall optimism of these major players in the sector.