Tikehau Market Insights: May 2025 (English)

In this episode, Thomas notably discusses global defence budgets, Google's acquisition of Wiz (cyber startup), the US administration and the cost of public debt.He also introduces a quiz:In 2024, 94% of new installed electricity production capacity in one country was focused on wind, solar and battery storage. Which country was it?Which sector outperformed the 'Magnificent Seven' tech companies between January 2022 to January 2024, i.e. before the correction?Listen to the episode to find out the answers! 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 notably discusses global defence budgets, Google's acquisition of Wiz (cyber startup), the US administration and the cost of public debt.He also introduces a quiz:In 2024, 94% of new installed electricity production capacity in one country was focused on wind, solar and battery storage. Which country was it?Which sector outperformed the 'Magnificent Seven' tech companies between January 2022 to January 2024, i.e. before the correction?Listen to the episode to find out the answers! 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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This episode is 7 minutes long.

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This episode was published on May 15, 2025.

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