Too much tech? How to find value in the real economy @OneCarlyle
Too much tech? How to find value in the real economy  @OneCarlyle
Uploaded August 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, discusses how years of increased technology investment across public and private markets have impacted diversification. He explores shifting private market investment trends, valuation differences across sectors, and why he believes deep sector expertise in private equity may play an increasingly important role in identifying opportunities across aerospace and defense, healthcare, financial services, and industrials.
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Too much tech? How to find value in the real economy

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