Brookfield Renewable (BEPC 2.63%) (BEP 2.60%) operates one of the world's largest publicly traded renewable energy and decarbonization platforms. It has a diversified portfolio of hydroelectric, wind, solar, energy storage, and sustainable solutions across five continents.
Brookfield Infrastructure started 2025 with a 6.2% dividend raise, declaring a quarterly cash dividend of $0.43 per unit, $1.72 per unit annualized for a 6% dividend yield. The company's transport segment will likely see headwinds in 2025 as the US is set to fall into a recession and global trade volume dips due to tariffs. BIPH continues to offer a healthy option for exposure to the company's assets.
Over the past month, BIP's unit price has declined by ~10%. This has been driven by macro-level dynamics and not the changes in the underlying fundamentals. In fact, by looking at the recent earnings report and the growth focus in the data center space, BIP's organic growth has even improved.
Brookfield Infrastructure (BIPC -0.35%) (BIP -0.69%) is far from a household name. The company doesn't sell any well-known consumer products.
Brookfield Corporation's wealth solutions pillar boosts plan value by selling 5% return products and investing proceeds in higher-yield, more volatile instruments, capturing the spread. Management's plan value for wealth solutions is $30 billion by 2026 and $58 billion by 2029, driven by insurance assets growth. Brookfield's efficient capital allocation and historical 19% annual compound return over 30 years underscore its investment appeal.
Bill Ackman is the manager of the large and highly successful Pershing Square hedge fund. Unlike some other famous investment managers, Ackman maintains a concentrated portfolio of just nine different companies.
Bill Ackman is one of the most closely followed portfolio managers in the world. His most recent effort to bring his portfolio management skills to everyday investors involved acquiring control of Howard Hughes Holdings.
Britain's National Grid said on Monday it would sell its U.S. onshore renewables business to private equity firm Brookfield Asset Management and its partners in a deal valued at $1.74 billion, including debt.
Brookfield Renewable Partners is a strong buy for 2025, offering a 6.66% dividend yield and trading at a cheap valuation despite recent declines. BEP's diversified portfolio across North America, Europe, South America, and Asia Pacific ensures stable earnings and mitigates regional risks. The company has significantly increased its assets and FFO, supporting long-term dividend growth, despite rising debt levels.
Brookfield Infrastructure's diverse portfolio, including transportation, midstream, utility, and data sectors, positions it to benefit from the growing global demand for digital infrastructure. The data segment, driven by cloud computing and AI, is set to become the largest, making up over 70% of the capital backlog. Strong FFO growth, averaging 15% CAGR over 8 years, and an attractive dividend yield make Brookfield Infrastructure an appealing investment.
Brookfield Corporation (BN 0.64%) has been an epic wealth-compounding machine over the decades. The global investment firm has delivered a 19% compound annual return during the past 30 years.
Brookfield Corporation (BN 0.89%) has been a top-performing stock over the decades. The leading global investment manager has delivered an 18% annualized return over the last 30 years.