Tikehau Capital: Expects Dealmaking Activity to Pick Up

The video discusses the current state and future of private markets, highlighting increased deal-making activity and the impact of interest rates on valuations. It contrasts the market environments in the US and Europe, noting the influence of American policies on European markets. Key sectors like AI and defense are explored, emphasizing long-term trends and geopolitical factors affecting valuations. The video concludes with insights into future deal-making, considering interest rates and market dynamics.

What is one of the main factors contributing to the increase in deal-making activities in private markets?

• Pent-up demand and transaction backlogs

• Decrease in interest rates

• Stability in valuation metrics

• Reduction in government spending

How does the election of Donald Trump and his policies affect the deal-making environment?

• It widens the gap between the US and Europe

• It leads to a decrease in deal-making activities

• It narrows the gap between the US and Europe

• It has no significant impact

What is a key characteristic of European companies in the context of global markets?

• They focus solely on European markets

• They are global companies exposed to both US and Asian markets

• They are heavily reliant on US markets only

• They are mostly local and not exposed to global markets

In the defense investment space, what is considered crucial for success?

• Focusing solely on government contracts

• Achieving scale

• Having a trendy development approach

• Being a new player in the market

What long-term trend is emphasized in the defense and aeronautics sectors?

• Long-term visibility and value creation

• Focus on traditional manufacturing methods

• Short-term government dependency

• Volatility due to geopolitical changes

What is a potential hindrance to the progress of deal-making activities?

• Stable interest rates

• Fluctuations in interest rates and market dynamics

• Decrease in government spending

• Consistent valuation metrics

What example is given to illustrate recent market activities?

• A company facing losses due to market volatility

• A company pulling out of an IPO for better pricing

• A company successfully completing an IPO

• A company expanding into new markets