Carlyle Co-CEO Doesn't See a Global Recession in 2019

The video discusses the current economic concerns, including the potential for recession and geopolitical uncertainty. It explores the role of private equity in a volatile market and the importance of recalibration. The discussion covers investment strategies, focusing on illiquid assets and private credit. The video contrasts public and private capital trends, highlighting the growing importance of private capital. It concludes with an analysis of valuations and market dynamics, emphasizing the role of dry powder and expanding investment opportunities.

What is a major concern for investors according to the first section?

• The rise of new technologies

• Geopolitical uncertainty

• Environmental issues

• Cultural shifts

How does increased market volatility benefit private equity?

• By increasing the cost of capital

• By broadening the opportunity set

• By stabilizing market prices

• By reducing investment opportunities

What is the current investment focus for limited partners?

• Concentrating on fewer general partners

• Reducing investment in private credit

• Diversifying across multiple sectors

• Investing in public markets

What trend is the firm positioning itself to take advantage of?

• The stagnation of global markets

• The growth of public capital

• The decline of private capital

• The increasing importance of private capital

What is the firm's approach to buying and selling in the market?

• Avoiding both buying and selling

• Focusing solely on buying

• Focusing solely on selling

• Balancing both buying and selling

What is keeping a floor on valuations in the current market?

• Lack of investor interest

• High levels of dry powder

• Decreasing market opportunities

• Government regulations

How is the opportunity set in private capital described?

• Declining and shrinking

• Expanding and growing

• Stable and unchanging

• Stagnant and limited