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Research
Jason Thomas is a Managing Director and Director of Research at The Carlyle Group, focusing on economic and statistical analysis of the Carlyle portfolio, asset prices, and broader trends in the global economy.
He is based in Washington, D.C. Mr. Thomas serves as the economic adviser to the firm’s corporate private equity and real estate investment committees. His research helps to identify new investment opportunities, advance strategic initiatives and corporate development, and support Carlyle investors.
In their new paper, Mark Jenkins and Jason Thomas find that middle-market loans have historically yielded one-third (170bp per year) more than large, bank-syndicated loans due largely to their illiquidity. Consequently, study results suggest that investors with the ability to hold loans to maturity can boost returns by increasing exposure to liquidity risk.
In their new paper, Mark Jenkins and Jason Thomas find that middle-market loans have historically yielded one-third (170bp per year) more than large, bank-…
In their new paper, Mark Jenkins and Jason Thomas find that middle-market loans have…
Investors, CEOs, and regulators learned from the Great Recession in ways that make the “next subprime” crisis less likely. Rather than fall prey to elaborate narratives of ruin, or the tendency to expect that the next recession will look like the last one, investors would be better served to focus on conventional risks and opportunities. The best investment strategies will continue to be those that outperform the market in most years rather than those that deliver spectacular returns in one…
Investors, CEOs, and regulators learned from the Great Recession in ways that make the “next subprime” crisis less likely. Rather than fall prey to elaborate narratives of ruin, or the…
Investors, CEOs, and regulators learned from the Great Recession in ways that make the “next subprime” crisis less…
Credit market data powerfully dispel efficient markets theory. Speculative grade interest rates vary to an extent that cannot be explained by fundamentals. As a result, some periods offer better investment opportunities than others. Investors with a global platform and reliable funding sources can scale exposure to credit risk in ways that could increase unlevered returns on loans and bonds and improve overall portfolio performance.
Credit market data powerfully dispel efficient markets theory. Speculative grade interest rates vary to an extent that cannot be explained by fundamentals. As a result, some periods…
Credit market data powerfully dispel efficient markets theory. Speculative grade interest rates vary to an extent…
Schreiber and Thomas discuss how the U.S. presidential election effectively brought the post-crisis period to a close for the financial services industry. In the new era that follows, they say they expect profound shifts in the industry and the regulations that govern it, driven in part by technology and demographic trends as well as cyclical economic trends.
Schreiber and Thomas discuss how the U.S. presidential election effectively brought the post-crisis period to a close for the financial services industry. In the new era that follows,…
Schreiber and Thomas discuss how the U.S. presidential election effectively brought the post-crisis period to a…
The views expressed do not necessarily reflect those of The Carlyle Group.
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