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Mathieu Chabran

Co-founder & Co-CEO, Tikehau Capital

Search every verified Mathieu Chabran interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Mathieu Chabran, co-founder and co-CEO of Tikehau Capital, has recently discussed the firm's growth and his views on global financial markets in several public appearances. In an October 2026 interview, he recounted the early days of Tikehau, including taking a second mortgage on his house to support the business, and noted that the Financial Times once referred to him and his partner as a "crazy French pair." He also expressed optimism about European entrepreneurship, citing fintech successes like Revolut as evidence that Europe should not be dismissed, and described private credit in Europe as a massive opportunity due to bank regulations and less efficient capital markets. Speaking at the Milken Institute Asia Summit in Singapore and an investor conference in Latin America, Chabran emphasized that the era of near-zero interest rates has ended, describing a "higher for longer" environment with rates near 5% as the new normal. He identified the need to adjust underwriting standards for this environment and pointed to primary direct lending and secondary private credit as key opportunities. Chabran also discussed structural investment themes such as digitalization, defense, and electrification, stating that these are long-term trends requiring significant capital, and he argued that current rate levels represent a return to normalcy rather than a systemic risk.

Recent appearances

Verified interview transcripts

Notable quotes

“So let's step back. I mean credit, where I started as a young analyst, credit goes with defaults. In Europe, you have the banks still highly regulated unlike the U.S. So for them, the constraints on doing business are much higher. And the capital markets, as we said, are probably not as efficient as they are in the U.S. And so you were left with these people who did not qualify for one or the other. That's why there ”

“We are more in a normal environment with rates where they are today than where they were five years ago. And there are two consequences to that. The first one is that October 26 we're now five six years after a covid and this environment where on the back of the very accommodating policies from central bank we know that a lot of debt had been raised at some very appealing rates and they're going to have to be refinan”

“We are going through some transformative steps of the economy. We touch base on digitalization, the defense — who could say that defense is just a blip? I think it's much more structural what's happening here, the amount of capital that are required worldwide, certainly outside of the US and in the new blocks, new alliances going on. Decarb and electrification is another big theme; it's not something that will go awa”

“I live over there in New York City and I can tell you that I don't have the impression that the inflation is going down. And that's for the day-to-day of everybody's people and that's before you had some collateral damages from this whole situation. So, right now a central scenario is certainly not rates going further down, could they go back up, that's part of the assumptions that we are making in all our underwriti”

“We might be entering a new cycle, a cycle of much higher energy prices, a cycle maybe of higher interest rates, a cycle potentially of higher dollar price after the year we had last year on the back of the liberation day. So, looks to me a little bit like new world order for the asset allocators and asset owners to consider.”

“Our software exposure is 7%. Which is way inside, you know, the 20% of the market, if not higher, you know, once you retreat the uh uh industry services, you know, or others.”

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