Insights & Indicators

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

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 infrastructure investments. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

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

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 recent dispute between China and the Philippines. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

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 https://www.carlyle.com/notices-and-disclaimers.

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 https://www.carlyle.com/notices-and-disclaimers.

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 changing landscape means for energy companies. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

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.