Mathieu Chabran - Co-Founder, Tikehau Capital

Mathieu Chabran discusses the current state of financial markets, highlighting the uncertainties that create opportunities. He notes the geopolitical dynamics and macroeconomic uncertainties in the US and Europe, which lead to a supply-demand imbalance that can be advantageous for private market managers like Tikehau Capital. He expresses skepticism about the market's expectations for interest rate cuts, suggesting that long-term interest rates may still be too low. Mathieu emphasizes the importance of sustainable finance, stating that being sustainable is now essential for profitability, as stakeholders, including clients and employees, demand it. He mentions Tikehau Capital's commitment to sustainability, which has been embedded in their operations since joining the United Nations PRI in 2012. Looking ahead, he sees Europe as a promising market due to the current dislocation and lack of liquidity, despite many investors shying away from the region.