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33 episodios

Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
20/02/2026 | 23 min
In this episode, Jason is joined by Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across healthcare, life sciences, and medtech, and what the record-setting Medline IPO may signal for exits in 2026.

Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Five Questions Shaping the 2026 Outlook
14/01/2026 | 34 min
In this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping markets, policy, and investment opportunities in the year ahead.

Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
18/12/2025 | 29 min
Joining Jason in this episode is Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, to discuss developments in the private equity secondary market and how that market is evolving.

Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
10/11/2025 | 21 min
In this episode, Jason is joined by Lauren Basmadjian, Global Head of Liquid Credit at Carlyle, who identifies the bright signs she sees in today’s credit markets and what she expects for 2026.

Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
17/10/2025 | 21 min
In this episode, Jason is joined by Marc-Antoine Bouyer, Head of Carlyle Europe Realty, who shares his views of current investment opportunities and challenges in the European real estate market.

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

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

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