Tikehau Market Insights: August 2025 (English)

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.

What this episode covers

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.

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How long is this episode of Tikehau Market Insights?

This episode is 5 minutes long.

When was this Tikehau Market Insights episode published?

This episode was published on August 27, 2025.

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