AI Could Be A Massive Tailwind For Alternative Asset Managers

Alternative asset managers sold off on AI fears. Data center AUM could drive major fee growth. AI losers may become AI winners.

Seeking Alpha • Sep 9, 2026

Brookfield Selected by Nuclear Liabilities Fund for Multi-Decade Investment Mandate

Initial $1bn (c.£750 million) commitment will be invested across Brookfield's global investment strategies Investment portfolio structured to reinvest capital and deliver long term compounding Partnership aims to help the Nuclear Liabilities Fund achieve the required returns to cover the future costs of nuclear decommissioning in the UK

GlobeNewsWire • Sep 8, 2026

I Would Not Dare Buy These Popular REITs Right Now

Not all REITs are cheap today. Two popular winners look dangerously expensive. Minor growth setbacks could trigger big losses.

Seeking Alpha • Sep 4, 2026

Westinghouse Electric Wants to Ride a Nuclear Power Revival to an IPO

The company has a powerful ally with an incentive to see it grow: the U.S. government.

WSJ • Aug 31, 2026

Retirement Income On Autopilot: 3 Dividend Growth Machines To Buy On The Dip

Dependable dividend growth machines that offer attractive current yields and valuations are hard to find. I detail three of the best dividend growth machines in the market that have recently seen their stock prices pull back sharply. I also look at some of the risks involved in each of them.

Seeking Alpha • Aug 26, 2026

INTR or BAM: Which Is the Better Value Stock Right Now?

Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Inter & Co. Inc. (INTR) and Brookfield Asset Management (BAM). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Aug 24, 2026

Why Most Of My Net Worth Is In Real Assets Today

Real assets may offer better risk-to-reward today. AI disruption could make them even more attractive. Low valuations and high yields create opportunity.

Seeking Alpha • Aug 19, 2026

5 ETF Areas of Last Week

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

Zacks Investment Research • Aug 18, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.

Seeking Alpha • Aug 17, 2026

AI's infrastructure boom is getting more leveraged — and harder to track

Hyperscalers' debt issuance and Situational Awareness's unravelling have brought the increasingly leveraged foundations of the AI boom into sharp focus. Nvidia has unveiled plans for a new AI funding push that could involve using infrastructure as an investable asset.

CNBC • Aug 14, 2026