Brookfield, Elliott Focus on European Telecom

The video discusses Brookfield's interest in telecom assets, highlighting their recent acquisition of AT&T's data centers and their strategy of investing in undervalued assets. It also covers Vivendi's involvement in Telecom Italia and the strategic differences with activist fund Elliot. The challenges in the European telecom sector, such as low valuations and the need for investment in 4G and 5G, are explored. The video concludes with a discussion on Canadian investments in KPN, emphasizing the political dynamics and strategic partnerships with Dutch pension funds.

What factors make Brookfield interested in telecom assets?

How does Vivendi's involvement in Telecom Italia impact its strategy?

What challenges does Telecom Italia face according to the discussion?

Why is it more difficult to be an activist investor in Europe?

What is the significance of the Canadian funds teaming up with Dutch pension funds?