Keep pulling the thread on Harvey Schwartz.
Harvey Schwartz asserts that long-term dominant economic trends like declining interest rates, declining inflation, and globalization are now slowing or reversing.
The number of public companies in the United States has decreased by half since the year 2000.
Harvey Schwartz believes that geopolitical risk is currently mispriced by financial markets.
The market's reaction to the failure of Silicon Valley Bank was seven times more violent than its reaction to Russia's invasion of Ukraine.
Harvey Schwartz views large government deficits around the world as a mounting risk, leaving little cushion for the next unexpected global recession.
Harvey Schwartz identifies cyber threats as a very significant risk, amplified by the rapid acceleration and adoption of new technologies.
Harvey Schwartz believes Gulf countries like Saudi Arabia will remain committed to their long-term economic strategies, acting at times as capital exporters and at other times as importers of knowledge.
Based on its portfolio companies, Carlyle's view is that the global economy feels good, inflation is controlled, and EBITDA growth is good.
Ben Smith stated that Harvey Schwartz's central push as CEO has been to re-center Carlyle as a Washington D.C.-based private equity firm.
Carlyle's core investment areas, including aerospace defense, national security, industrials, and healthcare, are considered mainstream Washington D.C.-centric and geopolitically-centric industries.
Canada has increased its defense budget in response to shifting global security priorities.
European nations have increased their defense budgets due to a global shift in security thematics.