Uploaded April 2026 | Updated September 2026, 2 weeks ago
In this edition of Insights From the PM’s Desk, John Pavelski, Chief Executive Officer of Carlyle Private Equity Partners, shares his perspective on how a changing market backdrop may be influencing return drivers across public and private markets. He discusses the possible implications of higher rates, increased market concentration, and greater dispersion, as well as why differentiated capabilities in private equity may play an increasingly important role in navigating risk and identifying opportunities in today’s environment.
In this edition of Insights From the PM’s Desk, John Pavelski, Chief Executive Officer of Carlyle Private Equity Partners, shares his perspective on how a changing market backdrop may be influencing return drivers across public and private markets. He discusses the possible implications of higher rates, increased market concentration, and greater dispersion, as well as why differentiated capabilities in private equity may play an increasingly important role in navigating risk and identifying opportunities in today’s environment.
