Brookfield Asset Management Inc. (USA) (BAM): Why Canada’s Warren Buffett Is Bullish on America

Why real assets (i.e., housing, infrastructure, stocks) will beat bonds

Most important point here: Real assets are not fixed income assets. Often [investors] are confused. The cash flows [from real assets] will go up with inflation, they’ll go up with business conditions and they’ll go up as America gets better, and every other country gets better.

Three areas of opportunity today

We’re value investors and we take our money where we can… In Europe, there’s a great opportunity. It’s slow growth place, but if you buy right, there are tremendous value opportunities. We’re really looking at three areas in the world today: Europe, emerging markets, as money comes out of those markets and there’s less capital there, and things around commodities – a lot of commodity companies who have infrastructure assets that they need off their balance sheets or they need partners.

The article Why Canada’s Warren Buffett Is Bullish on America originally appeared on Fool.com and is written by Alex Dumortier, CFA.

Fool contributor Alex Dumortier, CFA has no position in any stocks mentioned; you can follow him on LinkedIn. The Motley Fool has no position in any of the stocks mentioned.

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