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
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.
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.
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.
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-disclaimer...
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:/...
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.
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.
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.
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.
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