Insights & Indicators

Insights & Indicators

By CarlyleBusinessInvesting
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Insights & Indicators episodes

  • 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 on the private credit landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

    19 min
  • 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 on Japan’s future economic growth. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

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

    20 min
  • The Outlook for Credit in 2023 with Mark Jenkins

    Mark Jenkins, Carlyle’s Head of Global Credit, joins Jason and shares his perspective on the relative position of private credit in the current investment landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    18 min
  • The State of Yields and Defaults with Lauren Basmadjian

    As banking concerns continue to impact financing, Lauren Basmadjian, Carlyle’s Co-Head of Liquid Credit, joins Jason for a discussion on commercial real estate, yields, and the outlook for defaults. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    16 min
  • The State of Financing with Brian Lindley

    As banks and interest rates continue to be a focal point of the market, Brian Lindley, Carlyle’s Global Head of Capital Markets, joins Jason for a discussion on financing, Silicon Valley Bank, and the role of private credit in the current market environment. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

    23 min
  • Potential for Disinflation and Growth

    From rate hikes over the course of 2022 to disinflation and growth in the current market environment, Carlyle’s Head of Global Research, Jason Thomas, unpacks economic trends in the latest installment of our Insights & Indicators podcast.

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

    14 min
  • The Global Economy Shows Resiliency

    Jason Thomas, Head of Global Research at Carlyle, discusses the resilience the global economy demonstrated in November including robust “experiences” spending in the U.S. and Europe’s ongoing policy response to the energy crisis.

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

    9 min
  • Increase in Forward Interest Rates

    Jason Thomas, Head of Global Research at Carlyle, discusses the increase in forward interest rates and the third quarter GDP data in the US.

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

    15 min

About Insights & Indicators

From the publisher's feed

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.

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