Dive into the world of European sovereignty and discover how the "Tikehau European Sovereignty Fund" structures its investments around five key sectors to address the challenges of resilience and industrial autonomy.
In this podcast, Raphaël Thuin, Head of Capital Markets Strategies at Tikehau Investment Management, deciphers the major trends, investment opportunities, and the impact of European public plans on the performance of industrial players.
Summary :
Why is sovereignty a long-term megatrend in Europe?
The five verticals of the Tikehau European Sovereignty Fund
Major European initiatives: ReArm, RePowerEU, Chips Act, SAFE
The TESF investment philosophy