This episode is sponsored by Brookfield In recent years, industrials and manufacturing companies have attracted relatively modest levels of interest from private equity managers. However, a reappraisal may now be overdue. In the US and other developed markets, trade tariffs and the need for more resilient supply chains are driving a resurgence in homegrown industrials. And given the advent of new technologies – including artificial intelligence – the opportunities around reimagining processes and finding valuable efficiencies could be huge. In this episode, Anuj Ranjan, CEO of Brookfield’s private equity group, and David Bonasia, a managing partner and head of operations for the firm’s Americas group, explain why industrials could offer excellent openings for PE investors. After all, companies in this space tend to avoid the drastic swings in valuations that have been problematic for investors in other sectors, they say. And with AI on hand to boost value creation efforts, there’s plenty of upside to capture.