Core Insights - Carlyle Group has increased its targets for fee-related earnings, distributable earnings per share, and inflows up to 2028, surpassing consensus expectations and reflecting growth over the past few years [2][4] Company Strategy - The company has undergone a systematic overhaul over the past three years, focusing on strategic growth initiatives, operating model improvements, compensation strategy changes, capital allocation, and leadership restructuring [3][4] - Leadership changes have been fundamental in mobilizing the firm, contributing to significant growth and setting a conservative model for the next three years without relying on inorganic growth strategies [4][5] Market Sentiment and Economic Outlook - Despite market volatility, Carlyle remains the best performer among its peers, although it has seen a 12% decline month-to-date [6] - The firm does not overly react to daily market sentiment, instead relying on data from its portfolio companies, which employ over 700,000 people across various sectors [7][8] - Economic indicators suggest a positive outlook, with GDP growth potentially exceeding 3% to 4% in the first quarter, supported by favorable financial conditions [9] Capital Demand and Industry Trends - There is a growing global demand for capital, driven by economic growth, reindustrialization, and national security investments, which Carlyle has been engaged in for 40 years [15][16] - The geopolitical landscape has shifted towards a competition for capital, making private capital increasingly important for economic growth [16]

It's quite important because you know the the each capital resources have a different risk appetite as well as a different time horizon and as we diversify our business and we need to acquire many asset classes we can find out the best fit of the you know the capital investment and asset class. >> Is that why you entered a relationship with Apollo for music catalog because you needed a long-term time horizon. >> Exactly.And the music capital is a relatively low risk and low return you know the asset class a ...

David Westin: This is Wall "Street Week." I'm David Westin bringing you stories of capitalism. This time, capitalism Japanese style. This is an ancient land with the imperial dynasty stretching back over a thousand years.Apollo Global Management invited us along as it convened a meeting of its 200 partners from around the world to see firsthand the investment opportunities it sees in Japan today, a world that has not traditionally been associated with risk. We're going to talk with Marc Rowan, the head of A ...

A crowded field and subpar returns have frustrated America’s wealthiest universities, some of private-capital firms’ most-loyal clients. https://t.co/NLfotFHW7r ...

A crowded field and subpar returns have frustrated America’s wealthiest universities, some of private-capital firms’ most-loyal clients. https://t.co/Wqgp3fsARS ...

Commercial real estate leaders gathered in San Diego for the annual mortgage bankers association's finance conference where I sat down with key players to talk debt, equity, and risk across all sectors. Starting with JP Morgan's head of commercial real estate. As we start 2026, it's nice to see a continuation of the trends that we were happy to be a part of during 2025. Increased um equity to the space, increased debt capital, just general liquidity all around. Coupling that with strong fundamentals across ...

A crowded field and subpar returns have frustrated America’s wealthiest universities, some of private-capital firms’ most-loyal clients. https://t.co/tTPNnd2Wys ...

India is working to lure private capital back into highway construction, a decade after investors retreated over concerns about revenue risks and bureaucratic delays. https://t.co/WuE4N449Ut ...

A crowded field and subpar returns have frustrated America’s wealthiest universities, some of private-capital firms’ most-loyal clients. https://t.co/CUxKEQ4VRb ...

A crowded field and subpar returns have frustrated America’s wealthiest universities, some of private-capital firms’ most-loyal clients. https://t.co/RG8WFHHU68 ...