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.
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.
In this episode, Thomas discusses valuations in both equity and credit markets, mentions AI and data centres driven CapEx, analyses the effects of Trump’s tariffs and immigration policies, and highlights the role of private equity in financing the real economy.
Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice.
Hosted on Acast. See acast.com/privacy for more information.
