The Potential for Baseline Tariffs featuring Will Kinzel

In this episode, Jason is joined by Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across healthcare, life sciences, and medtech, and what the record-setting Medline IPO may signal for exits in 2026.   Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers. 

In this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping markets, policy, and investment opportunities in the year ahead.  Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers. 

Joining Jason in this episode is Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, to discuss developments in the private equity secondary market and how that market is evolving. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Jason is joined by Lauren Basmadjian, Global Head of Liquid Credit at Carlyle, who identifies the bright signs she sees in today’s credit markets and what she expects for 2026. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Jason is joined by Marc-Antoine Bouyer, Head of Carlyle Europe Realty, who shares his views of current investment opportunities and challenges in the European real estate market. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers. 

In this episode, Jason is joined by Brian Bernasek and Steve Wise, Co-Heads of Americas Corporate Private Equity at Carlyle, who share what they are seeing across their portfolio, from sector growth trends and the role of AI to the current state of M&A activity and distributions. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Joining Jason in this episode is Shane Clifford, Head of Global Wealth, who discusses how inflation, rate volatility, and evolving capital markets are reshaping portfolio construction and why the term “alternative” may no longer apply to private markets. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Joining Jason in this episode is Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, for an exploration of the emerging role of private capital in rebuilding Europe’s defense and infrastructure backbone. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Joining Jason in this episode is Rob Stuckey, Head of US Real Estate at Carlyle, for a wide-ranging conversation on the shape of final demand, housing affordability, capital discipline, and the implications of a fast-growing data center sector. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Joining Jason in this episode is Will Kinzel, Global Head of Government Affairs at Carlyle, who shares his thoughts on the possibility of a 10% baseline tariff, what recent trade negotiations with China and the UK could mean for other countries, and expectations around the president’s deregulation efforts. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.