Insights & Indicators
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.
Episodes
In this episode, Jason is joined by Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across healthcare, life sciences, and medtech, and what the record-setting Medline IPO may signal for exits in 2026.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
In this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping markets, policy, and investment opportunities in the year ahead.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Joining Jason in this episode is Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, to discuss developments in the private equity secondary market and how that market is evolving.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
In this episode, Jason is joined by Lauren Basmadjian, Global Head of Liquid Credit at Carlyle, who identifies the bright signs she sees in today’s credit markets and what she expects for 2026.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
In this episode, Jason is joined by Marc-Antoine Bouyer, Head of Carlyle Europe Realty, who shares his views of current investment opportunities and challenges in the European real estate market.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
In this episode, Jason is joined by Brian Bernasek and Steve Wise, Co-Heads of Americas Corporate Private Equity at Carlyle, who share what they are seeing across their portfolio, from sector growth trends and the role of AI to the current state of M&A activity and distributions. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
...Joining Jason in this episode is Shane Clifford, Head of Global Wealth, who discusses how inflation, rate volatility, and evolving capital markets are reshaping portfolio construction and why the term “alternative” may no longer apply to private markets. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Joining Jason in this episode is Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, for an exploration of the emerging role of private capital in rebuilding Europe’s defense and infrastructure backbone. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Joining Jason in this episode is Rob Stuckey, Head of US Real Estate at Carlyle, for a wide-ranging conversation on the shape of final demand, housing affordability, capital discipline, and the implications of a fast-growing data center sector. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Joining Jason in this episode is Will Kinzel, Global Head of Government Affairs at Carlyle, who shares his thoughts on the possibility of a 10% baseline tariff, what recent trade negotiations with China and the UK could mean for other countries, and expectations around the president’s deregulation efforts.
Our research disclosure is available at https://www.carlyle.com/notices-and-discla...
In this episode, Mark Jenkins, G
In this episode, Matt Savino, Global Head of Carlyle's Capital Markets team, joins Jason to share his thoughts on the rise in private credit, what he’s seeing in capital markets, and discuss current market circumstances. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
In this episode, Pooja Goyal, Chief Investment Officer of Carlyle’s infrastructure group, joins Jason to share her thoughts on several topics in the infrastructure space, including the impact of AI, the energy transition, and the evolution of infrastructure investments. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
...In this episode, Jason examines five global macroeconomic questions for investors to consider in the year ahead. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
In this episode, Ruulke Bagijn, Global Head of Investment Solutions for Carlyle and Head of AlpInvest, joins Jason to share her insights on improved investor sentiment, changes in capital markets activity, and the outlook for secondaries in 2025. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
In this episode, David Rubenstein, Co-Founder and Co-Chairman of Carlyle, joins Jason Thomas to share his thoughts on the outcome of the US presidential election, potential policies under the Trump administration, and the uniqueness of a second presidential term that’s not consecutive. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
...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-disclai...
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.
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.
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.
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