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.

How does the geopolitical landscape influence the defense investment space?

What long-term trends are expected to impact the private markets despite short-term volatility?

What challenges might hinder the progress of deal-making in the upcoming years?