
The Case for Private Markets featuring Shane Clifford
From Insights & Indicators by Carlyle
August 13, 2025 · 28 min
About this episode
Shane Clifford discusses the impact of inflation and rate volatility on private markets and portfolio construction.
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. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
People in this episode
Host: Jason
Guest: Shane Clifford
Topics covered
- private markets
- portfolio construction
- inflation
- rate volatility
- capital markets
Keywords
- private markets
- portfolio construction
- inflation
- rate volatility
- capital markets
Mentioned in this episode
Organizations: Carlyle
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