Commentary

Steve Wise, Managing Director and Head of the Global Health Care team, and Jason Thomas, Carlyle Chief Economist and Director of Research, discuss the investor landscape in health care. While developed economies are focusing on cost containment, they write, emerging markets are seeing a spending shift from communicable diseases and childhood conditions to non-communicable diseases.

Mike Arpey, Managing Director and Head of Investor Relations, discusses the investor landscape in sovereign wealth funds, high net worth investors and pension plans and how all three are seeking diversification as well as the historically higher returns provided by private equity and other alternative strategies as compared with traditional assets such as equities and fixed income.

Environmental, social, and governance (ESG) risks and opportunities – what Carlyle refers to as ‘sustainability’ – are as diverse as the portfolio companies in which we invest. U.S. Buyout Chairman, Allan Holt, and Jackie Roberts, Chief Sustainability Officer, examine how Carlyle is trying to embrace sustainability issues, generating more opportunities and less risk while creating value for investors.

How people shop and spend has changed rapidly in the digital era. But if you think the last few years have been interesting, you had better strap in: the pace of change is only accelerating. Sandra Horbach, Co-Head of US Buyout, and Jay Sammons, Head of the Global Consumer and Retail team, discuss how change always creates opportunity for investors who are fully mindful of the driving forces behind these trends.