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Insights and 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.

PublishesMonthlyEpisodes23Founded2 years ago
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BusinessInvesting

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Artwork for Insights and Indicators

Latest Episodes

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-di... more

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a month ago

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 ... more

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2 months ago

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.

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3 months ago

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-disc... more

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4 months ago

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. more

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5 months ago

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 i... more

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6 months ago

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.

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7 months ago

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/no... more

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9 months ago

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