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.

Oil Market Commentary
Oil Market Commentary: Where the Past Is—and Is Not—Prologue

U.S. oil and gas companies have become a “swing producer” in global oil markets thanks to the development of new technologies that allow large volumes of incremental oil to be brought to market in relatively short order. “Breakeven” prices have declined to levels where any increase in spot prices is likely to elicit a material increase in U.S. production. But the U.S. accounts for just one-tenth of global crude oil production. The sharp decline in global exploration and development spending…

U.S. oil and gas companies have become a “swing producer” in global oil markets thanks to the development of new technologies that allow large volumes of incremental oil to be brought to…

U.S. oil and gas companies have become a “swing producer” in global oil markets thanks to the development of new…

Economic Outlook
Economic Outlook
(Just Like) Starting Over

By sapping confidence and depressing bank capital levels, unconventional monetary policy may create costs that exceed its modest benefits. The September shift in Bank of Japan (BOJ) policy and ongoing concerns about European banks could pave the way for a broader rethink of the conduct of monetary policy. Policymakers may focus increasingly on the steepness of the term structure rather than the absolute level of longer-term interest rates.

By sapping confidence and depressing bank capital levels, unconventional monetary policy may create costs that exceed its modest benefits. The September shift in Bank of Japan (BOJ)…

By sapping confidence and depressing bank capital levels, unconventional monetary policy may create costs that…

Search For Yield
Economic Outlook
The "Search for Yield" and Business Investment

Despite record low interest rates, business investment has been weaker this expansion than any other in the past 50 years. This puzzle may be explained, in part, by investors’ tendency to respond to low rates by diversifying into dividend-paying stocks and other “yield products” to boost portfolio income. Over the past forty years, every 1% decline in real rates has boosted the monthly return of high-yield stocks by 1.4% relative to low-yield stocks, with evidence of larger effects since…

Despite record low interest rates, business investment has been weaker this expansion than any other in the past 50 years. This puzzle may be explained, in part, by investors’ tendency…

Despite record low interest rates, business investment has been weaker this expansion than any other in the past 50…

"Why Aren’t Low Rates Working? Blame Dividends"
Research -
"Why Aren’t Low Rates Working? Blame Dividends"
The Carlyle Edge
Video
The Carlyle Edge

Find out how The Carlyle Edge enables us to invest wisely and create value for our investors.

CCR
Corporate Citizenship
2016 Interactive Citizenship Report

Transparency in Focus

Vogue
Case Study
Vogue International LLC

Read how Carlyle worked with the founder of Vogue International to enhance its management team, improve operations and strengthen the brand, while successfully executing its growth strategy