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.
Latest episodes
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.
Aug 8, 2023 • 19min
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
Jul 19, 2023 • 10min
The Outlook for Japan with Kazuhiro Yamada
In light of the growth of the Japanese economy over the past decade, Kazuhiro Yamada, Co-Head of Carlyle Japan, joins Jason for a discussion on Japan’s future economic growth. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Jun 12, 2023 • 20min
The State of Secondaries with Chris Perriello
In light of recent market dislocation, Chris Perriello, Carlyle’s Global Head of Secondaries, joins Jason for a discussion on the evolving secondaries market. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
May 10, 2023 • 17min
The Outlook for Credit in 2023 with Mark Jenkins
Mark Jenkins, Carlyle’s Head of Global Credit, joins Jason and shares his perspective on the relative position of private credit in the current investment landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
