25 episodes
Insights and Indicators Carlyle
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- Business
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5.0 • 3 Ratings
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We at Carlyle understand how much information and analysis you sift through to develop your perspectives on what trends are most important to follow and explore at the intersection of the macroeconomic and investment environment. We want to help you understand this increasingly changing world in a shorter amount of time. Insights and Indicators offers you the opportunity to hear our Head of Global Research, Jason Thomas, break down a specific and prevailing trend in the global economy each month. His insights will be based on the combination of aggregated Carlyle portfolio company data and thorough analyses of reports on employment, inflation, and productivity.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Credit Markets and Demand, featuring Mark Jenkins
What’s the state of credit markets in 2024? Mark Jenkins, Head of Global Credit, joins Jason for a discussion about the opportunities in credit markets, what’s driving demand, and bank disintermediation. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Energy Pathways featuring Jeff Currie
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
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Insights from the Road featuring Jeff Nedelman
What’s on investors’ minds in 2024? Jeff Nedelman, Global Head of Distribution, joins Jason for a discussion about trends he’s hearing from limited partners and investors. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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The Story Behind the Numbers
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.
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5 Questions for 2024
As we head into a New Year, what are some of the most pressing questions facing investors? In our first episode of 2024, Jason shares his thoughts. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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The Fed and the Potential for Rate Cuts
With the Fed holding steady on rates, and signaling the potential for rate cuts in 2024, what does this mean for investors? Jason shares his thoughts as we wrap up 2023. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.