

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.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Episodes
Mentioned books

Jan 9, 2024 • 9min
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.

Dec 19, 2023 • 10min
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.

Nov 14, 2023 • 14min
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.

Oct 20, 2023 • 16min
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.

Sep 15, 2023 • 10min
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.