Investors Need to Think Outside the US: Carlyle's Thomas

The video discusses the potential for a US recession due to rising interest rates and financial distress among speculative borrowers. It highlights the Federal Reserve's concerns about inflation and its impact on interest rate policies. The investment environment is expected to shift towards value investing, with a focus on global markets, particularly Asia, as the US economy faces challenges.

What factors contribute to the likelihood of a recession in the US economy?

How do higher interest rates affect corporate borrowers?

What are the implications of sustained inflation above the Fed's target?

In what ways might investors need to adjust their strategies in the first half of the year?

What dynamics in the Asia market could influence US investors?