The Carlyle Group

This week, Carlyle AlpInvest’s Annual General Meeting (AGM) in Amsterdam convened leaders from across the firm to share perspectives on today’s market environment with investors. Discussions highlighted key investment strategies, from secondaries to co-investment, amid macro uncertainty and near-term volatility. Sessions also explored increasing demand for more flexible and comprehensive co-investment capabilities, a sustained focus on value creation, and the growing role of AI in enhancing diligence and decision-making. Swipe to explore perspectives from the event.

Private equity may be entering a new phase as higher rates, increased concentration, and wider dispersion are reshaping markets, challenging many of the assumptions that have defined the past decade. In this environment, outcomes may depend less on broad market tailwinds and more on where and how investors deploy capital. ➡️Watch the full video to hear John Pavelski, Chief Executive Officer of Carlyle Private Equity Partners perspective on what this shift could mean for portfolios and where he sees opportunity today: http://spr.ly/6044B64yHm

Live today from Washington, DC, our CEO Harvey Schwartz joined CNBC's Squawk on the Street with Sara Eisen to discuss the current market environment and Carlyle’s investment perspective. Drawing on insights from across Carlyle’s global portfolio, Harvey noted that “the core engine feels quite good, and it’s proven to be very resilient,” reflecting steady performance across portfolio companies despite ongoing uncertainty. He also pointed to increasing global competition for investment, noting that “everyone wants capital in all forms because they want to fuel economic growth” and the U.S. is “still proving to be the most resilient capital markets – a destination for capital.” On private credit, Harvey emphasized that the asset class remains stable and that liquidity features are defined by design, noting that these structures are “sometimes not liquid at all,” and that current dynamics are part of a broader, orderly market evolution. Building on these themes, Harvey joined Ben Smith at SEMAFOR’s World Economy Summit 2026, where he discussed how shifting geopolitical priorities are influencing capital allocation. As Harvey noted, Carlyle’s presence in Washington, DC, initially “an accident of birth,” has become “a fantastic competitive advantage,” particularly across sectors such as aerospace, defense, and national security. He also highlighted that national security considerations are expanding beyond traditional defense to include areas such as energy and data, reflecting a broader reordering of global priorities that continues to shape capital flows. ➡️Watch the full Semafor fireside chat here: http://spr.ly/6043B6N95v ➡️Hear more from his CNBC interview: http://spr.ly/6044B6N95a

We are proud to share that Carlyle has been recognized as a Platinum Employer in the Where You Work Matters list, powered by The American Opportunity Index, a data-driven assessment based on insights from more than 12 million professionals across over 1,700 organizations, with Platinum representing the highest distinction for strong career growth and long-term employee outcomes. This recognition reflects the culture our teams shape every day, grounded in our culture of care and how we operate with transparency, consistency, and accountability, strengthened by collaboration and a shared commitment to excellence across the firm. ➡️Read more here: http://spr.ly/6042B6LkHq ➡️Interested in learning more about careers at Carlyle? Explore current opportunities: http://spr.ly/6044B6LkHs This award was announced on March 2026 by Where You Work Matters. No compensation was paid by Carlyle for the award. No award should be relied upon as a predictor of future results.

Jason Thomas, Head of Global Research & Investment Strategy at Carlyle, joined Bloomberg News to discuss the private credit landscape. He discussed structural features of private credit, including the growth of the asset class following the global financial crisis, the role of longer-term liabilities and higher levels of equity capital, and how non-traded assets are underwritten and held to maturity. Jason also shared context on current market conditions, including recent trends in default activity and how liquidity considerations differ from traded credit markets. ➡️ Watch the full interview here: http://spr.ly/6049B6vtPz

How did private equity evolve into a global asset class? Few have had a closer view of that evolution than David M Rubenstein. Drawing on decades of experience, he reflects on the industry’s development – from its earliest origins to its role in today’s financial markets – and what continues to drive it forward. 📽️ Watch the full video here: http://spr.ly/6041B6Wi8R

Today, Carlyle announced that it has signed an agreement for Carlyle-managed funds to acquire a majority stake in MAI Capital Management, a registered investment advisor (“RIA”) focused on empowering clients to simplify, protect, and grow their wealth. As majority owner, Carlyle will provide MAI with the resources to continue investing significantly in its people, capabilities, and client experience, while maintaining the firm’s leadership, culture, operational independence, and the continuity advisors and clients have come to expect. We believe the firm is well positioned for its next phase and we look forward to working with its management team as the business continues to grow. Read more here: http://spr.ly/6047B6mnYL

Private markets are becoming a more established component of wealth portfolios across Asia. Brad McCarthy, CAIA, Head of Asia-Pacific for Carlyle Global Wealth, spoke with Citywire Asia about the growing interest among Asian high-net-worth investors and how the landscape continues to evolve. He discusses the role that private markets can play in portfolio construction for high-net-worth investors, key considerations when assessing evergreen structures, and what to anticipate from Carlyle in Asia’s wealth market. Read the full article here: http://spr.ly/6045B6lCM3 +++ This article was created in connection to a promotional package purchased by Carlyle in connection to the Citywire Asia awards, which creates an incentive to recommend Carlyle and gives rise to potential conflicts of interest. Citywire Asia is not a client of, or investor in funds managed by, Carlyle.

Ian Fujiyama, Head of the Aerospace, Defense and Government at Carlyle, recently joined Erin Price-Wright and Mark Marengo on Bloomberg News’ Investment Committee segment with Dani Burger to discuss defense industry dynamics amid today’s evolving geopolitical landscape. Drawing on Carlyle’s roots in Washington, DC, Ian highlighted the structural growth cycle in the sector and the opportunity to help build the mid-market as innovation accelerates across the industry. 📺 Watch the full interview here: http://spr.ly/6046B6gIOC

How does someone who isn’t a ‘car person’ become a Formula 1 fan? For David M Rubenstein, it started with skepticism and turned into something very different. Returning to Abu Dhabi years after his first race there, what stood out to him wasn’t just the speed, but the scale and influence of Formula 1 – now reaching nearly 2 billion viewers annually. More than a sport, F1 has become a global platform for connection across business, culture, and markets. It’s also what makes Carlyle’s partnership with Oracle Red Bull Racing & Red Bull Technology so compelling. In his latest “From David’s Desk,” David shares what changed his perspective and why the sport continues to grow worldwide. Read more: http://spr.ly/6040B6gpCq