Tikehau Capital

💡 10 trends that will shape the coming decades – Part 1 At a time when the main #performance driver for financial markets is the conviction that #artificial intelligence will not merely transform our world but also save it, we believe it is appropriate to examine other key trends.  In Tikehau Capital’s latest CIO Letter, our Deputy CEO & Co-CIO, Thomas Friedberger, delves into the first 5 of 10 transformative trends that will redefine global economies and investment strategies in the years ahead. 🔍 In Part 1, we explore:  1️⃣ Demographics: the Indian Ocean as the future centre of the world 2️⃣ Deglobalisation: shifting from a West-centred world to a multipolar world 3️⃣ Economic value creation: from efficiency to resilience  4️⃣ Risk approach: balancing risk-taking and insurance  5️⃣ Artificial intelligence: a revolution or an economic mirage? Read the letter (EN): https://lnkd.in/e8XMphCy Read the letter (FR): https://lnkd.in/e9BcmV-s Stay tuned for the next 5 trends in the coming months! #assetmanagement #CIOviews #growth #trends  

💬 “We are in the process of discovering the new cost of liquidity.”   Today, our Co-Founder Mathieu Chabran joined Sonali Basak on Bloomberg, live from New York, to share insights on the evolving financial landscape and the future of #privatemarkets. He addressed key themes, including interest rates and their impact on credit quality, the investment outlook for real estate and the importance of a global platform in navigating today’s markets.   Marking Tikehau Capital's 20th anniversary, Mathieu also reflected on the firm’s entrepreneurial journey so far and its ambitions for the road ahead.   Watch the interview 👇 #markets #realestate #credit #assetmanagement

📅 Retour sur les Rencontres de Tikehau Capital, édition 2024 !   Un grand merci à nos partenaires distributeurs pour leur présence à cette 3ème édition, placée sous le signe de la #résilience et des perspectives d'avenir.   🔹 Immobilier : Pourquoi ne pas manquer le « bas de cycle » ? Des discussions passionnantes avec Jean-Marc PETER, Olivier Loussouarn, Sébastien Cossu, et la participation exclusive de Marie Cheval, Présidente Directrice Générale de CARMILA   🔹 Souveraineté européenne : Pierre Abadie et Gilles Daguet ont exploré les défis de la #transitionénergétique et de la #cybersécurité, tandis que Nina Majstorovic et Raphael THUIN ont partagé leur expertise sur le marché des actions #cotées.   💡 Enfin, Thomas Friedberger, Laurent Calvet et Paul Moreno Blosseville ont discuté des stratégies pour des portefeuilles résilients.   Merci à Grégoire Favet d'avoir animé ces échanges et à tous nos partenaires pour leur confiance et leur engagement à nos côtés. À l’année prochaine pour de nouvelles Rencontres de Tikehau Capital !   #Investissement #Finance #Immobilier #Innovation #GestionDActifs

💡 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐢𝐬𝐩𝐞𝐫𝐬𝐢𝐨𝐧: 𝐭𝐨𝐰𝐚𝐫𝐝𝐬 𝐚 𝐫𝐞𝐧𝐞𝐰𝐚𝐥 𝐨𝐟 𝐟𝐥𝐞𝐱𝐢𝐛𝐥𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬? With today’s evolving market, there’s never been a better time for flexible ‘2.0’ funds. 📈 As central banks shift, traditional fixed income strategies like money market funds may lose some appeal. Meanwhile, the positive correlation between rates and equities challenges the traditional 60/40 model, opening the door for agile, dynamic funds that can adapt quickly. Now is the moment for flexibility in portfolios. 🔑 In our latest “In conversation with” paper, Tikehau Capital’s Thomas Friedberger, Deputy CEO and Co-CIO and Nina Majstorovic, Investment Specialist, Capital Markets Strategies, discuss the strong resurgence of flexible strategies, which are proving essential to navigating the new paradigm we are in. Read the publication (EN): https://lnkd.in/dTTdpvkt Read the publication (FR): https://lnkd.in/d7Rz5wz4 #capitalmarkets #flexible #assetmanagement #equities #credit 

🌱 Transforming agriculture for a sustainable future requires innovative funding and collaboration. Since 2022, Tikehau Capital, in partnership with AXA and Unilever, and supported by AXA Climate in its role as impact and ESG advisor, has been leading a pioneering strategy to scale #regenerativeagriculture— a shift that demands unique investment approaches adapted to the sector’s distinct time horizons, risks and outcomes.   Our latest report, "Four Lessons Learnt from the Pioneering Investment Thesis of our Regenerative Agriculture Strategy," shares key insights and lessons we’ve gained to date, offering valuable guidance to those committed to driving change in #agriculture. 📘 Discover how impact finance can catalyse growth and sustainability in regenerative agriculture 👉 https://lnkd.in/e6VXXaNw   #ImpactInvesting #SustainableFarming  

📈 This morning, our Head of Capital Markets Strategies, Raphael THUIN, joined Tom Mackenzie, Kriti Gupta, Guy Johnson, and Maxwell Grinacoff, CFA on Bloomberg’s The Opening Trade live from London to discuss the market reactions to the #USelections and its potential impacts.    Watch the full interview on our YouTube channel or view an excerpt below. 👉 https://lnkd.in/de4C6zJS #marketviews #US2024Election #interestrates #capitalmarkets

📅 #Evénement : 𝐉-𝟕 : 𝐧𝐨𝐮𝐬 𝐯𝐨𝐮𝐬 𝐚𝐭𝐭𝐞𝐧𝐝𝐨𝐧𝐬 𝐧𝐨𝐦𝐛𝐫𝐞𝐮𝐱  le mardi 12 novembre pour la 3ème édition des Rencontres Tikehau Capital !   De nombreux experts du Groupe Tikehau Capital reviendront sur les thèmes et stratégies jugés pertinents pour créer de la #résilience dans les #portefeuilles des clients lors de tables rondes animées par Grégoire Favet. 💡 Découvrez le programme en intégralité 𝐞𝐭 𝐢𝐧𝐬𝐜𝐫𝐢𝐯𝐞𝐳-𝐯𝐨𝐮𝐬 𝐢𝐜𝐢 👉 https://lnkd.in/edkBQsrE   Les rencontres de Tikehau Capital est un événement strictement réservé aux professionnels au sens de la directive 2014/65/UE MIF 2. Jean-Marc PETER Olivier Loussouarn Sébastien Cossu Raphael THUIN Pierre Abadie Nina Majstorovic Gilles Daguet Laurent Calvet Thomas Friedberger Paul Moreno Blosseville Sofidy Homunity Opale Capital

💡 Decarbonisation and regenerative agriculture are about more than tackling climate change, they're about creating long-term sustainable value. In a recent conversation with Private Equity International, our Director of Climate and Biodiversity, Lindee Wong, discussed how #privateequity can support climate resilience. Lindee highlighted Tikehau Capital’s approach to #decarbonisation and #regenerativeagriculture, emphasising the importance of partnering with corporates and investors to scale these initiatives effectively. By focusing on critical sectors, these approaches contribute to both environmental impact and financial returns, aligning with global goals for a low-carbon future. Read the full discussion here 👇 https://lnkd.in/eyyVT_qi

💡 Our latest CIO Outlook explores how the turning point reached by globalisation seems to offer Europe a unique investment opportunity. Key takeaways: 📌 Europe is leading the way in the integration of extra-financial criteria and has expertise that other world regions are now looking to acquire. 📌 The continent is well-positioned to capitalise on major growth megatrends like energy transition and cybersecurity. 📌 By positioning around these megatrends, investors can expect returns in line with those generated by the private equity industry over the past few decades. Discover more insights in our full CIO Outlook report (in English) https://lnkd.in/eh2CqiRt Discover more insights in our full CIO Outlook report (in French) https://lnkd.in/eP3jDsS3 Nina Majstorovic Thomas Friedberger #economy #CIO #assetmanagement #finance #investment

📅 #Evénement : rendez-vous le mardi 12 novembre pour la 3ème édition des Rencontres Tikehau Capital !   De nombreux experts du Groupe Tikehau Capital reviendront sur les thèmes et stratégies jugés pertinents pour créer de la #résilience dans les #portefeuilles des clients lors de tables rondes animées par Grégoire Favet.   💡 Découvrez le programme en intégralité 👉 https://lnkd.in/edkBQsrE    Les rencontres de Tikehau Capital est un événement strictement réservé aux professionnels au sens de la directive 2014/65/UE MIF 2.   Jean-Marc PETER Olivier Loussouarn Sébastien Cossu Raphael THUIN Pierre Abadie Nina Majstorovic Gilles Daguet Laurent Calvet Thomas Friedberger Paul Moreno Blosseville Sofidy Homunity Opale Capital