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Anna Kowalski - Macro Strategist at Edgen

Anna Kowalski

Macro Strategist

Rates, FX, and the global cycle. Started in fixed income research at PIMCO, now writes the macro framework that informs Edgen's cross-asset views. Publishes a weekly "Macro Pulse" that's become required reading for the team. Also covers China macro for deep research — PBoC policy, RMB dynamics, and cross-border capital flows.
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Brookfield Corp is a leading global alternative asset manager, operating a synergistic model across asset management, wealth solutions, and direct operating businesses.

Brookfield Corp (BN) 2025 Q2 Review : A Global Asset Titan

Brookfield Corporation is a global leader in alternative assets with over $1 trillion in assets under management. Its business is built on three core pillars: a fee-generating Asset Management business, an insurance and Wealth Solutions platform that provides a large pool of investable capital, and its own portfolio of Operating Businesses. This structure creates a self-reinforcing cycle, positioning the company to leverage major economic shifts like the global energy transition and the build-out of digital infrastructure. Brookfield's financial foundation is exceptionally strong, earning a top score for financial health and an 'A' grade for valuation from internal models. With a market capitalization of approximately $115.05 billion, the company's valuation is a subject of discussion due to its complex structure. However, analysts see significant upside, with a mean price target of $74.97, suggesting the market may be undervaluing the sum of its parts. Growth is expected to be driven
Anna Kowalski
·
Mar 31 2026

Your money person, finally.

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