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Our Thought Leadership

The Carlyle Compass

Welcome to our weekly newsletter that brings together the latest research and market insights from our global team.
The Carlyle Compass

February 4th Edition by Jason Thomas

This week's edition focuses on implications for expected returns to in-the-ground AI-related investment. 

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Past Editions

January 28, 2025 - By Jeff Curie

January 21, 2025 - By Jason Thomas

January 14, 2025 - By Jason Thomas

January 7, 2025 - By Jason Thomas

December 17, 2024 - By Ruulke Bagijn

December 10, 2024 - By Jason Thomas

December 3, 2024 - By James Gutman

November 19, 2024 - By Jason Thomas

November 12, 2024 - By Jason Thomas

November 5, 2024 - By Jason Thomas

October 29, 2024 - By Jeff Currie
October 22, 2024 - By Jason Thomas
October 15, 2024 - By Hannah Khizgilov
October 8, 2024 - By Jason Thomas
October 1, 2024 - By Jeff Currie

September 24, 2024 - By Jason Thomas
September 10, 2024 - By Jason Thomas
 

August 20, 2024 - By Jason Thomas
August 13, 2024 - By Jeff Currie
August 6, 2024 - By Jason Thomas

July 30, 2024 - By Jeff Currie
July 23, 2024 - By Jason Thomas
July 16, 2024 - By Peter Cornelius
July 9, 2024 - By Jason Thomas

June 25, 2024 - By Jason Thomas
June 18, 2024 - By Jeff Currie
June 11, 2024 - By Jason Thomas
June 4, 2024 - By Jason Thomas

May 29, 2024 - By Jason Thomas
May 21, 2024 - By Jason Thomas
May 14, 2024 - By Jason Thomas

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