Insights & Indicators

Carlyle

Join Jason Thomas, Carlyle’s Head of Global Research & Investment Strategy, as he brings guests from across the firm to share observations and opinions on the economic landscape, as well as insights from research being conducted by the Carlyle team. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers. read less

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A Closer Look at Geopolitics featuring Admiral James Stavridis

A Closer Look at Geopolitics featuring Admiral James Stavridis

In this episode, Admiral James Stavridis, USN (Ret), Carlyle’s Vice Chair of Global Affairs, joins Jason for a discussion about geopolitics, including what the US presidential election may mean for Ukraine, how Israel may respond to recent attacks, and the recent dispute between China and the Philippines. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Episodes

A Closer Look at Geopolitics featuring Admiral James Stavridis

A Closer Look at Geopolitics featuring Admiral James Stavridis

In this episode, Admiral James Stavridis, USN (Ret), Carlyle’s Vice Chair of Global Affairs, joins Jason for a discussion about geopolitics, including what the US presidential election may mean for Ukraine, how Israel may respond to recent attacks, and the recent dispute between China and the Philippines. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The Impact of Rate Cuts featuring Jeff Nedelman

The Impact of Rate Cuts featuring Jeff Nedelman

In this episode, Jeff Nedelman, Carlyle’s Head of Global Distribution, joins Jason for a discussion about the Fed’s rate cut, its potential impact on the US economy, and other topics from our Global Investor Conference. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Alternatives and Individual Investors featuring Shane Clifford

Alternatives and Individual Investors featuring Shane Clifford

In this episode, Shane Clifford, Carlyle’s Head of Global Wealth, joins Jason for a discussion about the growing democratization of alternative investments, and what’s fueling this trend among individual investors. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The State of Private Markets Investing featuring Peter Cornelius

The State of Private Markets Investing featuring Peter Cornelius

In this episode, Peter Cornelius, Chief Economist for AlpInvest, joins Jason for a discussion about what he’s seeing and hearing from AlpInvest investors in light of the current economic landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Sustainability featuring Meg Starr

Sustainability featuring Meg Starr

In this episode, Meg Starr, Global Head of Corporate Affairs, joins Jason for a discussion about the firm’s sustainability efforts, notable highlights and trends, and this year’s ESG report. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Credit Markets and Demand, featuring Mark Jenkins

Credit Markets and Demand, featuring Mark Jenkins

What’s the state of credit markets in 2024? Mark Jenkins, Head of Global Credit, joins Jason for a discussion about the opportunities in credit markets, what’s driving demand, and bank disintermediation. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Energy Pathways featuring Jeff Currie

Energy Pathways featuring Jeff Currie

Investors are familiar with decarbonization, but what exactly are energy pathways? Jeff Currie, Chief Strategy Officer of Energy Pathways, joins Jason for a discussion about commodity markets, the importance of policy in the energy transition, and what the changing landscape means for energy companies. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

Insights from the Road featuring Jeff Nedelman

Insights from the Road featuring Jeff Nedelman

What’s on investors’ minds in 2024? Jeff Nedelman, Global Head of Distribution, joins Jason for a discussion about trends he’s hearing from limited partners and investors. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The Story Behind the Numbers

The Story Behind the Numbers

How are price increases related to the global pandemic? How will an election year impact rate cuts? In this month’s episode, Jason reflects on the stories and anecdotes behind the economic numbers we’re watching. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

5 Questions for 2024

5 Questions for 2024

As we head into a New Year, what are some of the most pressing questions facing investors? In our first episode of 2024, Jason shares his thoughts. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The Fed and the Potential for Rate Cuts

The Fed and the Potential for Rate Cuts

With the Fed holding steady on rates, and signaling the potential for rate cuts in 2024, what does this mean for investors? Jason shares his thoughts as we wrap up 2023. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The Outlook for U.S. Real Estate featuring Rob Stuckey

The Outlook for U.S. Real Estate featuring Rob Stuckey

Despite economic strength around travel, tourism and experiences, office attendance remains stuck below 2019 levels. What’s the outlook for this market? Rob Stuckey, Head of U.S. Real Estate, joins Jason for a discussion on this space. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

AI and its Implications for Investors featuring Michael Wand

AI and its Implications for Investors featuring Michael Wand

Artificial Intelligence (AI) has already entered the public consciousness, but what does it mean for investors? Michael Wand, Co-Head of Carlyle Europe Technology Partners and Co-Head of Europe Private Equity, joins Jason for a discussion on AI and its downstream implications. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

What does the pause in rate hikes mean for private markets?

What does the pause in rate hikes mean for private markets?

As recent rate hikes pause, Jason shares his thoughts on the current economic outlook, monetary policy, and what implications this has for private markets. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Opportunities in Private Credit featuring Alex Popov

Opportunities in Private Credit featuring Alex Popov

As interest rates and inflation remain high, Alex Popov, Head of Private Credit and Head of Carlyle Credit Opportunities, joins Jason for a discussion on the private credit landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

The Outlook for Japan with Kazuhiro Yamada

The Outlook for Japan with Kazuhiro Yamada

In light of the growth of the Japanese economy over the past decade, Kazuhiro Yamada, Co-Head of Carlyle Japan, joins Jason for a discussion on Japan’s future economic growth. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The State of Secondaries with Chris Perriello

The State of Secondaries with Chris Perriello

In light of recent market dislocation, Chris Perriello, Carlyle’s Global Head of Secondaries, joins Jason for a discussion on the evolving secondaries market. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The Outlook for Credit in 2023 with Mark Jenkins

The Outlook for Credit in 2023 with Mark Jenkins

Mark Jenkins, Carlyle’s Head of Global Credit, joins Jason and shares his perspective on the relative position of private credit in the current investment landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The State of Yields and Defaults with Lauren Basmadjian

The State of Yields and Defaults with Lauren Basmadjian

As banking concerns continue to impact financing, Lauren Basmadjian, Carlyle’s Co-Head of Liquid Credit, joins Jason for a discussion on commercial real estate, yields, and the outlook for defaults. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

The State of Financing with Brian Lindley

The State of Financing with Brian Lindley

As banks and interest rates continue to be a focal point of the market, Brian Lindley, Carlyle’s Global Head of Capital Markets, joins Jason for a discussion on financing, Silicon Valley Bank, and the role of private credit in the current market environment. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers