Tikehau Market Insights : Août 2025 (Français)

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Tikehau Market Insights?

This episode is 6 minutes long.

When was this Tikehau Market Insights episode published?

This episode was published on August 27, 2025.

What is this episode about?

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...

Can I download this Tikehau Market Insights episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.