Insights & Indicators

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. 

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.

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, 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, 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.