Carlyle executives share their views and expertise on a range of investment, public policy and economic matters through podcasts, commentaries, policy papers, TV interviews, speeches and presentations.
From Impact Investing to Investing for Impact
The dual purpose of "impact investing" has always seemed to imply that positive social and environmental outcomes necessarily come at the expense of financial performance. In this paper, we document that it is precisely the societal goals of the impact investor – diversity and inclusion, environmental sustainability, responsible governance – that increasingly generate the above-market returns sought by the market as a whole. As traditional financial efficiencies have become more fully…
The dual purpose of "impact investing" has always seemed to imply that positive social and environmental outcomes necessarily come at the expense of financial performance. In this…
The dual purpose of "impact investing" has always seemed to imply that positive social and environmental…
An Examination of the Structural Decline in Rates and its Investment Implications
Boats Against the Current
History teaches investors to think in terms of cycles, but some macroeconomic phenomena are structural in nature and therefore more enduring. The paper looks at the causes of the structural decline in interest rates and implications for the investment environment.
History teaches investors to think in terms of cycles, but some macroeconomic phenomena are structural in nature and therefore more enduring. The paper looks at the causes of the…
History teaches investors to think in terms of cycles, but some macroeconomic phenomena are structural in nature and…
After a decade of robust returns, uninterrupted global economic growth (despite some regional stumbles), and a seemingly inexorable rise in valuations across virtually all asset classes, investors have become focused on the endgame. Questions regarding the timing of this cycle’s inevitable turn for the worse are certainly worth pondering, but they are hardly the only ones worth asking, nor are they likely to prove to be the most consequential to portfolio performance. Instead, it is the…
After a decade of robust returns, uninterrupted global economic growth (despite some regional stumbles), and a seemingly inexorable rise in valuations across virtually all asset classes…
After a decade of robust returns, uninterrupted global economic growth (despite some regional stumbles), and a…
The dual purpose of "impact investing" has always seemed to imply that positive social and environmental outcomes necessarily come at the expense of financial performance. In this paper, we document that it is precisely the societal goals of the impact investor – diversity and inclusion, environmental sustainability, responsible governance – that increasingly generate the above-market returns sought by the market as a whole. As traditional financial efficiencies have become more fully…
The dual purpose of "impact investing" has always seemed to imply that positive social and environmental outcomes necessarily come at the expense of financial performance. In this…
The dual purpose of "impact investing" has always seemed to imply that positive social and environmental…
Of the myriad questions on investors’ minds entering 2020, the five below are likely to prove to be the most consequential for markets.
Of the myriad questions on investors’ minds entering 2020, the five below are likely to prove to be the most consequential for markets.
Of the myriad questions on investors’ minds entering 2020, the five below are likely to prove to be the most…
History teaches investors to think in terms of cycles, but some macroeconomic phenomena are structural in nature and therefore more enduring. The paper looks at the causes of the structural decline in interest rates and implications for the investment environment.
History teaches investors to think in terms of cycles, but some macroeconomic phenomena are structural in nature and therefore more enduring. The paper looks at the causes of the…
History teaches investors to think in terms of cycles, but some macroeconomic phenomena are structural in nature and…
After a decade of robust returns, uninterrupted global economic growth (despite some regional stumbles), and a seemingly inexorable rise in valuations across virtually all asset classes, investors have become focused on the endgame. Questions regarding the timing of this cycle’s inevitable turn for the worse are certainly worth pondering, but they are hardly the only ones worth asking, nor are they likely to prove to be the most consequential to portfolio performance. Instead, it is the…
After a decade of robust returns, uninterrupted global economic growth (despite some regional stumbles), and a seemingly inexorable rise in valuations across virtually all asset classes…
After a decade of robust returns, uninterrupted global economic growth (despite some regional stumbles), and a…
The views expressed do not necessarily reflect those of The Carlyle Group.
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