Tikehau: No Doubt Inflation Impacting Our Portfolio

The video discusses the economic outlook, highlighting higher interest rates and an impending recession. It explores opportunities in new sectors like energy transition amidst these challenges. The impact of energy inflation on portfolios and the global economy is examined. The video also addresses liquidity issues, noting central bank balance sheet declines and borrowing difficulties. It concludes with the future of corporate financing, predicting a shift to private capital due to borrowing challenges and potential defaults.

What role does energy transition play in current investment decisions?

In what ways can companies adapt to a liquidity crunch?