Deep Dive - Value and growth at Tresor Capital Relationship Day November 2025

An update on our performance in a turbulent market and why now is the time to get involved.

Family Holdings #45 - While the World Invests, Berkshire's Cash Gathers Dust

Further: Acquisitions in Sweden; Alphabet gets approval for its largest acquisition ever and wants to ascend into space.

Economy & Markets #45 - Two Speeds in One Economy: Why the Fed Is Caught Between Growth and Inequality

Strong profit growth at the top masks the pressure on the middle class and SMEs, making monetary policy increasingly difficult to balance.

Family Holdings #44 - Alphabet's 'Small' Investments Become Large

Further: Brown & Brown and Markel with figures; Scottish Mortgage on AI and Brookfield focuses on the renaissance of nuclear energy.

Economy & Markets #44 - Opportunities for a New Investment Wave in the Gulf States

Researchers at KKR cite five factors why the Middle East is the place for investors in the coming decade.

Deep Dive - Asseco as the architect of the next Polish growth era

We discuss three reasons why Asseco can grow into the digital champion of Central Europe.

Family Holdings #43 - MBB Breaks Records and Rises to New Heights

Also: Swedish serial acquirers show how it's done; Chapters CEO Jan Mohr on the 'Shotgun' and 'Rifle' AI approach.

Economy & Markets #43 - Private Credit: The Wild West of Wall Street

According to JPMorgan CEO Jamie Dimon, private credit is the new frontier of financial risk. The losses at Tricolor and Jefferies illustrate the vulnerability of this rapidly growing market, even as system banks show strong quarterly figures.

Family Holdings #42 - Investor AB Capitalizes on Megatrends AI and Defense

Further: Scottish Mortgage on simple investing; Brookfield increases exposure to private credit and energy.

Economy & Markets #42 - Xi Jinping Plays the King of Diamonds, But Is It a Bluff?

How China has become a major power in precious metals, and Europe is once again the loser.

Tresor Capital Guest on Beating the Benchmark

Partner Michael Gielkens was recently a guest on Beating the Benchmark, a LinkedIn Live webinar by fintech company Performativ. During a conversation with Christian Lindvall, Tresor Capital's disciplined investment strategy was explained. This strategy underlies the outperformance that the family holding strategy has achieved since 2017 compared to

Family Holdings #41 - Family Holding Companies Go All-In on Artificial Intelligence

The week was marked by acquisitions and AI growth. Major holdings and tech companies expanded their operations through strategic acquisitions, while Alphabet and others invested heavily in AI innovation and data center expansion.