Insights & Indicators

In this episode, Meg Starr, Global Head of Corporate Affairs, joins Jason for a discussion about the firm’s sustainability efforts, notable highlights and trends, and this year’s ESG report. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

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.

Jeff Currie, Chief Strategy Officer at Carlyle and a leading commodity analyst, dives into the intricacies of energy pathways. He explains how the shift to renewable energy is not just about adding sources, but transforming the entire infrastructure. The conversation emphasizes the role of policy in steering decarbonization and how the financial landscape impacts energy resources. Currie also highlights the significance of copper due to increased electricity demand driven by AI advancements, challenging conventional divestment strategies.

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.

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.