Carlyle(CG)
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The shutdown meant no jobs report. Carlyle's analysis shows it would have been pretty bad
CNBC· 2025-10-07 11:59
Employment Growth - Employment growth in September was essentially flat, with Carlyle reporting a job increase of only 17,000, lower than the 22,000 gain in August according to Bureau of Labor Statistics data [2][3] - ADP reported a loss of 32,000 jobs in the private sector, indicating a challenging hiring environment [3] Economic Indicators - Despite weak employment data, other economic indicators showed positive trends, with GDP growth at an annualized pace of 2.7% in September and business investment accelerating by 4.8% [4] - Consumer prices for energy decreased by 3.8%, while services excluding shelter rose by 3.3%, which are key metrics for the Federal Reserve [4] Data Sources and Comparisons - Carlyle's data is derived from its extensive global portfolio, which includes 277 companies and 730,000 employees [5] - Goldman Sachs reported a contrasting view, indicating an underlying job growth of 80,000 positions in September, suggesting a loosening labor market with more workers than jobs [5]
政府关门“炸出”惊天数据?凯雷:美就业市场已接近衰退
Jin Shi Shu Ju· 2025-10-07 10:04
Group 1 - Carlyle Group released a "bleak interpretation" of the U.S. labor market to fill the economic data void left by the government shutdown [1] - The estimated increase in non-farm employment for September is only 17,000 jobs, significantly lower than the economist survey's expectation of 54,000 jobs [1] - Carlyle has been calculating its own estimates for U.S. GDP, consumer spending, and inflation for over a decade to serve as timely alternative indicators during data delays [1] Group 2 - The Federal Reserve cut interest rates for the first time this year in response to signs of weakness in the labor market, despite inflation remaining above its long-term target [2] - The Labor Statistics Bureau surveys approximately 121,000 businesses and government agencies for the monthly employment report, while private employment data sources have larger sample sizes [2] - ADP Research reported a loss of 32,000 jobs in September, raising concerns among markets and economists [2]
Acentra Health Chief People Officer Kelly Schlageter Named to Virginia Business' 2025 Women in Leadership Honorees
Globenewswire· 2025-10-06 13:33
Core Insights - Acentra Health's Chief People Officer, Kelly Schlageter, has been recognized as a 2025 Women in Leadership honoree by Virginia Business for her exceptional leadership and commitment to inclusivity [1][5] Company Initiatives - Under Schlageter's leadership, Acentra Health employees contributed over 3,000 hours of volunteer service and more than $330,000 in philanthropic contributions in 2024, showcasing the company's commitment to corporate social responsibility [2] - The company has implemented strategic initiatives to enhance workforce engagement and mental wellness, including expanded employee wellness offerings [3] Leadership and Culture - Schlageter has fostered a people-first mindset and a values-driven culture at Acentra Health, emphasizing empathy, clarity, and action, which has contributed to a thriving workplace [3] - Acentra Health has united three organizations under a shared identity and purpose through a successful merger, with Schlageter playing a key leadership role in this process [3] Advocacy and Recognition - Schlageter is a long-time advocate for equity and LGBTQ+ inclusion, receiving national recognition for her contributions, including the Washington Business Journal's Business of Pride honor [4] - She serves on the Northern Virginia Chamber of Commerce Board of Directors and is a member of The Economic Club of Washington, D.C., further demonstrating her commitment to social impact [4] Company Overview - Acentra Health combines public sector knowledge, clinical expertise, and technological innovation to modernize healthcare experiences for various partners, aiming to accelerate better health outcomes [6]
Jim Cramer on Carlyle Group: “I Like That Risk-Reward”
Yahoo Finance· 2025-10-03 10:03
Group 1 - The Carlyle Group Inc. (NASDAQ:CG) is recognized as a strong investment option, highlighted by Jim Cramer as one of "Lang's favorites" due to its consistent upward trend in stock performance [1] - The stock has been in a strong uptrend for several months, characterized by a series of higher highs and higher lows, indicating a favorable technical chart pattern [1] - Despite reaching overbought levels in July, the stock did not experience a significant sell-off, suggesting resilience in its performance [1] Group 2 - The Carlyle Group operates as a global investment firm with activities spanning private equity, real assets, credit, and fund solutions, indicating a diversified investment strategy [2]
Centerra Gold Provides Notice of Third Quarter 2025 Results and Conference Call
Globenewswire· 2025-10-02 21:00
TORONTO, Oct. 02, 2025 (GLOBE NEWSWIRE) -- Centerra Gold Inc. (“Centerra” or the “Company”) (TSX: CG) (NYSE: CGAU) will release its third quarter 2025 operating and financial results after the market closes on Tuesday October 28, 2025. The Company will host a conference call and webcast to discuss the results on Wednesday October 29, 2025, at 9:00 a.m. Eastern Time. Details for the conference call and webcast are included below. Webcast Participants can access the webcast at the following webcast link.An ar ...
Carlyle & Brookfield Investors on AI Infrastructure
Yahoo Finance· 2025-10-01 14:53
Pooja Goyal, Chief Investment Officer, Infrastructure Group, Carlyle and Hadley Peer Marshall, Chief Financial Officer & Managing Partner, Infrastructure, Brookfield Asset Management discuss the boom in AI infrastructure investment with Bloomberg's Heather Harris at the Bloomberg Women, Money & Power 2025 event in London. ...
Carlyle: Investing in Power Is 'Significant Opportunity'
Yahoo Finance· 2025-10-01 14:15
Core Insights - Investing in power markets presents a "significant opportunity" according to Carlyle's Chief Investment Officer of the Infrastructure Group, Pooja Goyal [1] - Carlyle plans to continue deploying capital in power generation capacity, indicating a strong commitment to this sector [1] - The company maintains a cautious approach towards evaluating merchant capacity versus contracted capacity in its investment strategy [1]
Acentra Health's Dr. Ryan Bosch Named a 2025 Innovator in Health Care by Washington Business Journal
Globenewswire· 2025-09-30 13:33
Core Insights - Acentra Health's Chief Health and Informatics Officer, Dr. Ryan Bosch, has been recognized as a 2025 Innovator in Health Care by the Washington Business Journal for his contributions to healthcare innovation [1][2] Company Overview - Acentra Health is a technology and health solutions company focused on improving health outcomes for clients and the populations they serve [1] - The company combines public sector knowledge, clinical expertise, and technological innovation to modernize healthcare experiences for various partners [4] Leadership and Contributions - Dr. Bosch is a practicing internal medicine physician and a U.S. Air Force veteran, known for integrating social risk data with clinical and claims information to enhance care delivery in state Medicaid programs [2] - Under Dr. Bosch's leadership, Acentra Health has improved health outcomes for vulnerable populations across 47 states [2][3] - His efforts in data modernization have enabled states to utilize predictive analysis to address health disparities and reduce program costs [3] Innovation and Impact - Dr. Bosch's work focuses on transforming complex data into actionable insights, allowing public and commercial sector partners to provide smarter, more connected care [3] - The company aims to raise the standard of care while advancing the field of population health through data-driven strategies [3]
The idea that the Fed should be cutting aggressively strikes me as inapt: Carlyle's Jason Thomas
Youtube· 2025-09-29 12:02
Economic Overview - The Federal Reserve has not met its inflation target for 54 months, indicating a prolonged period of excess inflation [1][2] - Approximately three million children have been born since the Fed last achieved its inflation target, highlighting the significance of this duration [2] Inflation Insights - Current excess inflation is compounded on a 20% increase in the consumer price level, emphasizing the severity of the situation [3] - The core PCE inflation rate is reported at 2.9%, which some may downplay, but it remains a significant concern given the context of previous price increases [4][6] Policy Considerations - The discussion around tariffs suggests they only affect a small portion of the PCE index, with services unaffected by tariffs still increasing at an annualized rate of 3.5% [5][6] - There is a concern that aggressive rate cuts could lead to upward pressure on yields, as seen in previous instances where rate cuts were followed by increases in long-term yields [12] Future Expectations - The expectation is that the Fed should take time to assess the current economic conditions rather than rushing into rate cuts, especially in light of a significant capital expenditure boom [10][11] - The forward curve indicates a potential drop in rates to 3% by the end of next year, which may not align with the current economic environment characterized by low unemployment and high capital expenditures [15][16] Tariff Implications - There are complexities surrounding tariffs, including the potential for the president to utilize various statutory authorities to impose or maintain tariffs, regardless of legal challenges [17][18]
Carlyle Turnaround Halts $1T Merger Talks With Macquarie Group
ZACKS· 2025-09-19 17:15
Core Viewpoint - The potential merger between The Carlyle Group Inc. and Macquarie Group has stalled due to improved investor confidence in Carlyle's performance under CEO Harvey Schwartz, reducing the need for the merger [1][8]. Group 1: Merger Details - The proposed merger would have created a $1 trillion investment powerhouse, positioning the combined firm ahead of competitors like KKR & Co. Inc. and Ares Management Corporation in terms of assets under management (AUM) [2]. - Carlyle's vulnerability to a merger was highlighted in 2022, following the departure of CEO Kewsong Lee, which led to internal instability and lagging valuation compared to peers [3]. Group 2: Leadership Impact - The appointment of Harvey Schwartz as CEO in February 2023 significantly improved investor sentiment, with Carlyle raising $51 billion in fresh capital over the past year, particularly in high-growth areas [4][8]. - Carlyle's strategic initiatives, including a merger of its lending subsidiary and a partnership with Citigroup, have further strengthened its position and diminished the need for a transformational merger [5][6]. Group 3: Performance Metrics - Carlyle's shares have increased by 58.8% over the past year, significantly outperforming the industry growth of 11.3% [7].