David Rubenstein on resilience, risk, and what really drives success

Admiral Jim Stavridis sits down with David Rubenstein to explore risk, resilience, and what it took to build one of the world's leading investment firms.

May, 2026

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Global Insights

The future isn't what it used to be

Matt Savino considers the impact of AI investment and infrastructure on software companies and the broader market.

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Investing in resilience

Carlyle and Marsh introduce the Investing in Resilience Framework, a four-step model for climate-informed decisions.

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Looking beyond the headlines in private credit

Alex Chi joins Brian Marcus to share perspectives on private credit markets, conditions and valuations.

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Space commonality

Jason Thomas examines the structural shift toward private markets and passive investing.

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The abundance illusion

Jeff Currie suggests markets are mistaking temporary relief for lasting supply improvement.

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A monetary lapse of reason

Jason Thomas considers the impact of recent monetary policy decisions.

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Credit secondaries: Stepping into the spotlight

Carlyle AlpInvest explores how credit secondaries have moved from the margins of private markets.

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How a shifting market environment may be redefining private equity

John Pawelski shares his perspective on how a changing market backdrop may influence private markets.

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Going with the deal flow

Our Q2 2026 Global Private Markets Quarterly indicates private markets showed resilience.

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