Strategies for improving sustainability performance in real estate portfolio management.
The Chief Investment Officer's forward-looking perspective on market conditions and investment themes for the coming year.
Monthly summary of key market developments and investment insights.
Since the start of the year, risk assets have continued to trend upward1 despite an environment still marked by geopolitical tensions and the concerns they raise regarding inflation, growth and t...
In this episode, Thomas discusses the impact of US tariffs on Chinese exports, the record-breaking LBO of Electronic Arts, Nvidia’s extraordinary rise in market capitalisation, the massive AI Capex...
In Tikehau Capital’s CIO Outlook Report for 2026, we share a review of our insights for 2025, forecast trends for 2026 and beyond, and highlight the major investment opportunities these trends repr...
CIO OutlookLooking ahead to 2026
In this episode, Thomas discusses valuations in both equity and credit markets, mentions AI and data centers driven CapEx, analyses the effects of Trump’s tariffs and immigration policies, and high...
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