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Insights & Indicators

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...more

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Latest Episodes

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November 14, 2023

The Outlook for U.S. Real Estate featuring Rob Stuckey

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...

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00:13:40

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Episode 18

October 20, 2023

AI and its Implications for Investors featuring Michael Wand

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...

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00:15:31

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September 15, 2023

What does the pause in rate hikes mean for private markets?

As recent rate hikes pause, Jason shares his thoughts on the current economic outlook, monetary policy, and what implications this has for private markets....

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00:10:12

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Episode 17

August 08, 2023

Opportunities in Private Credit featuring Alex Popov

As interest rates and inflation remain high, Alex Popov, Head of Private Credit and Head of Carlyle Credit Opportunities, joins Jason for a discussion...

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00:18:59

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Episode 16

July 19, 2023

The Outlook for Japan with Kazuhiro Yamada

In light of the growth of the Japanese economy over the past decade, Kazuhiro Yamada, Co-Head of Carlyle Japan, joins Jason for a discussion...

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00:09:38

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Episode 15

June 12, 2023

The State of Secondaries with Chris Perriello

In light of recent market dislocation, Chris Perriello, Carlyle’s Global Head of Secondaries, joins Jason for a discussion on the evolving secondaries market. Our...

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00:19:42