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
Mar 28, 2024 • 21min
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.
Feb 29, 2024 • 13min
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.
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.
