Join Tikehau Capital’s Deputy CEO and Co-CIO, Thomas Friedberger, as he shares our angle on the news shaping the market today.
Tikehau Capital is a global alternative asset management group with a broad range of expertise across four asset classes (private debt, real assets, private equity, capital markets strategies) as well as strategies focused on multi-asset solutions and special situations. Deeply rooted in the real economy, Tikehau Capital provides tailor-made and innovative alternative financing solutions to the companies it supports and strives to create long-term value for its investors while generating a positive impact on society.
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Join Tikehau Capital’s Deputy CEO and Co-CIO, Thomas Friedberger, as he shares our angle on the news shaping the market today.
Tikehau Capital is a global alternative asset management group with a broad range of expertise across four asset classes (private debt, real assets, private equity, capital markets strategies) as well as strategies focused on multi-asset solutions and special situations. Deeply rooted in the real economy, Tikehau Capital provides tailor-made and innovative alternative financing solutions to the companies it supports and strives to create long-term value for its investors while generating a positive impact on society.
Hosted on Acast. See acast.com/privacy for more information.
Dans cet épisode, Thomas aborde les valorisations sur les marchés actions et crédit, évoque les dépenses d'investissement liés à l’IA et aux data centers, analyse les effets des droits de douane et des politiques migratoires du Président Trump, et met en avant le rôle du capital-investissement dans le financement de l’économie réelle.
Les informations relatives aux instruments financiers et à leurs émetteurs ne constituent ni une recommandation d'investissement ni un conseil en investissement.
Hosted on Acast. See acast.com/privacy for more information.
