Tikehau Market Insights: August 2025 (English)
Update: 2025-08-27
Description
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.
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