Insights & Indicators
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.
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.
Jun 1, 2024
17 min
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
Apr 26, 2024
17 min
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.
Mar 28, 2024
21 min
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.
Feb 29, 2024
12 min
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.
Jan 9, 2024
9 min
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.
Dec 19, 2023
9 min
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.
Nov 14, 2023
13 min
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.
Oct 20, 2023
15 min
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.
Sep 15, 2023
10 min
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
Aug 8, 2023
18 min
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