The Case for Private Markets featuring Shane Clifford

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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