Thomas Friedberger, Deputy CEO and Co CIO, Tikehau Capital, explores the impact of rising interest rates and deglobalisation on global economic value and explains why wealth and asset managers now focus more on resilience. He also talks about the subsequent lower economic growth while emphasising the need for proper taxation and higher capital buffers. He also shares the key areas he considers resilient, such as energy transition and cyber security.
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Video recorded on 25 June 2024. Tikehau Investment Management, part of the Tikehau Capital group, cannot be held responsible for the information and opinions expressed in this video. All investments involve risk.
Негізгі бет A shift in global economic value creation with Thomas Friedberger, Tikehau Capital
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