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Ellawn: GCC Continues to Outperform Many Global Markets

Bloomberg Markets
Monday, February 23, 2026 at 7:24 AM
~4 min read
EquitiesEnergy

Original Report

Brookfield, one of the largest direct investors in the Middle East, says the region is a significant long term destination for investors. That's as the GCC undergoes a structural transformation from...

Brookfield, one of the largest direct investors in the Middle East, says the region is a significant long term destination for investors. That's as the GCC undergoes a structural transformation from oil-based economies to more diversified economies creating scale across infrastructure, real estate and private equity. Jad Ellawn, Managing Partner & Regional Head of Middle East at Brookfield spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche on the growth of the GCC. (Source: Bloomberg)

Glass House Analysis

Housing sits at the intersection of economic policy and the American Dream. For most families, their home represents their largest asset and their primary path to building generational wealth. When housing becomes unaffordable, the social fabric frays—young people delay family formation, workers can't relocate for better jobs, and communities lose the stability that comes from homeownership.

Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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