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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.
Site URL: www.carlyle.com/global-insights
Feed URL: feeds.castos.com/w62dm
Posts: 25
Followers: 1
Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
Published: February 20, 2026 09:04
In this episode, Jason is joined by Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across healthcare, life sciences, and medtech, and what the record-setting Medline IPO may signal for exits in 2026.  …
Five Questions Shaping the 2026 Outlook
https://insights-and-indicators.castos.com/episodes/five-questions-shaping-the-2026-outlook
Published: January 14, 2026 14:28
In this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping markets, policy, and investment opportunities in the year ahead. Our research disclosure is available at…
The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
Published: December 18, 2025 16:42
Joining Jason in this episode is Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, to discuss developments in the private equity secondary market and how that market is evolving. Our research disclosure is available at…
Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
Published: November 10, 2025 20:22
In this episode, Jason is joined by Lauren Basmadjian, Global Head of Liquid Credit at Carlyle, who identifies the bright signs she sees in today’s credit markets and what she expects for 2026. Our research disclosure is available at…
Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
Published: October 17, 2025 18:57
In this episode, Jason is joined by Marc-Antoine Bouyer, Head of Carlyle Europe Realty, who shares his views of current investment opportunities and challenges in the European real estate market. Our research disclosure is available at…
Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
Published: September 18, 2025 03:18
In this episode, Jason is joined by Brian Bernasek and Steve Wise, Co-Heads of Americas Corporate Private Equity at Carlyle, who share what they are seeing across their portfolio, from sector growth trends and the role of AI to the current state of M&A…
The Case for Private Markets featuring Shane Clifford
Published: August 13, 2025 18:42
Joining Jason in this episode is Shane Clifford, Head of Global Wealth, who discusses how inflation, rate volatility, and evolving capital markets are reshaping portfolio construction and why the term “alternative” may no longer apply to private markets.…
The New Martial Plan featuring Jeff Currie
https://insights-and-indicators.castos.com/episodes/the-new-martial-plan-featuring-jeff-currie
Published: July 10, 2025 15:52
Joining Jason in this episode is Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, for an exploration of the emerging role of private capital in rebuilding Europe’s defense and infrastructure backbone. Our research disclosure is available…
The Shape of Demand featuring Rob Stuckey
https://insights-and-indicators.castos.com/episodes/the-shape-of-demand-featuring-rob-stuckey
Published: June 18, 2025 17:07
Joining Jason in this episode is Rob Stuckey, Head of US Real Estate at Carlyle, for a wide-ranging conversation on the shape of final demand, housing affordability, capital discipline, and the implications of a fast-growing data center sector. Our…
The Potential for Baseline Tariffs featuring Will Kinzel
Published: May 14, 2025 21:11
Joining Jason in this episode is Will Kinzel, Global Head of Government Affairs at Carlyle, who shares his thoughts on the possibility of a 10% baseline tariff, what recent trade negotiations with China and the UK could mean for other countries, and…
Tariffs and Trends in Credit Markets featuring Mark Jenkins
Published: April 11, 2025 16:22
In this episode, Mark Jenkins, Global Head of Credit at Carlyle, joins Jason to share his thoughts on how credit markets have reacted to equity market gyrations, where they are headed, and what’s now driving the future growth of private credit. Our…
The State of Capital Markets featuring Matt Savino
Published: March 14, 2025 19:03
In this episode, Matt Savino, Global Head of Carlyle's Capital Markets team, joins Jason to share his thoughts on the rise in private credit, what he’s seeing in capital markets, and discuss current market circumstances. Our research disclosure is…
Trends in Infrastructure featuring Pooja Goyal
https://insights-and-indicators.castos.com/episodes/trends-in-infrastructure-featuring-pooja-goyal
Published: February 10, 2025 09:45
In this episode, Pooja Goyal, Chief Investment Officer of Carlyle’s infrastructure group, joins Jason to share her thoughts on several topics in the infrastructure space, including the impact of AI, the energy transition, and the evolution of…
5 Questions for 2025
https://insights-and-indicators.castos.com/episodes/5-questions-for-2025
Published: January 16, 2025 17:41
In this episode, Jason examines five global macroeconomic questions for investors to consider in the year ahead. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
The Shift in Capital Markets featuring Ruulke Bagijn
Published: December 21, 2024 14:43
In this episode, Ruulke Bagijn, Global Head of Investment Solutions for Carlyle and Head of AlpInvest, joins Jason to share her insights on improved investor sentiment, changes in capital markets activity, and the outlook for secondaries in 2025. Our…
Election Reflections and Policy Directions featuring David Rubenstein
Published: December 5, 2024 10:39
In this episode, David Rubenstein, Co-Founder and Co-Chairman of Carlyle, joins Jason Thomas to share his thoughts on the outcome of the US presidential election, potential policies under the Trump administration, and the uniqueness of a second…
A Closer Look at Geopolitics featuring Admiral James Stavridis
Published: October 22, 2024 08:49
In this episode, Admiral James Stavridis, USN (Ret), Carlyle’s Vice Chair of Global Affairs, joins Jason for a discussion about geopolitics, including what the US presidential election may mean for Ukraine, how Israel may respond to recent attacks, and the…
The Impact of Rate Cuts featuring Jeff Nedelman
https://insights-and-indicators.castos.com/episodes/the-impact-of-rate-cuts-featuring-jeff-nedelman
Published: September 27, 2024 18:04
In this episode, Jeff Nedelman, Carlyle’s Head of Global Distribution, joins Jason for a discussion about the Fed’s rate cut, its potential impact on the US economy, and other topics from our Global Investor Conference. Our research disclosure is available…
Alternatives and Individual Investors featuring Shane Clifford
Published: August 9, 2024 14:59
In this episode, Shane Clifford, Carlyle’s Head of Global Wealth, joins Jason for a discussion about the growing democratization of alternative investments, and what’s fueling this trend among individual investors. Our research disclosure is available at…
The State of Private Markets Investing featuring Peter Cornelius
Published: July 23, 2024 22:25
In this episode, Peter Cornelius, Chief Economist for AlpInvest, joins Jason for a discussion about what he’s seeing and hearing from AlpInvest investors in light of the current economic landscape. Our research disclosure is available at…
Sustainability featuring Meg Starr
https://insights-and-indicators.castos.com/episodes/sustainability-featuring-meg-starr
Published: June 28, 2024 19:23
In this episode, Meg Starr, Global Head of Corporate Affairs, joins Jason for a discussion about the firm’s sustainability efforts, notable highlights and trends, and this year’s ESG report. Our research disclosure is available at…
Credit Markets and Demand, featuring Mark Jenkins
https://insights-and-indicators.castos.com/episodes/credit-markets-and-demand-featuring-mark-jenkins
Published: June 1, 2024 15:32
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…
Energy Pathways featuring Jeff Currie
https://insights-and-indicators.castos.com/episodes/energy-pathways-featuring-jeff-currie
Published: April 26, 2024 19:18
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…
Insights from the Road featuring Jeff Nedelman
https://insights-and-indicators.castos.com/episodes/insights-from-the-road-featuring-jeff-nedelman
Published: March 28, 2024 15:37
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…
The Story Behind the Numbers
https://insights-and-indicators.castos.com/episodes/the-story-behind-the-numbers
Published: February 29, 2024 19:04
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…