The Carlyle Group

Today, Carlyle announced that its Global Credit platform has entered into a definitive agreement to acquire an approximately $7.7 billion portfolio of unsecured personal loans from Truist. The transaction highlights Carlyle’s growing role as a capital partner to banks and its ability to commit and execute at significant scale. Led by Carlyle’s Asset-Backed Finance team, the investment also reflects the firm’s conviction in high-quality consumer credit as a core part of the asset-backed finance opportunity. Read more: http://spr.ly/6045BHz8rd

Asset-backed finance is one of the fastest-growing areas of private credit, and a growing number of investors are asking how it complements their existing allocations. In our latest Insights from the PM’s Desk, Brian Marcus sits down with Akhil Bansal to unpack what’s driving the growth of ABF. From differentiated sources of income and the potential for diversification beyond traditional corporate credit to a growing opportunity set, they explore where ABF may fit in a portfolio, where risks can emerge, and why underwriting discipline matters. Watch the latest episode here: http://spr.ly/6042BG27Em

Direct lenders built a credit book around software, on the view that its cash flows were sticky and uncorrelated. Generative AI complicated that view. Now the industry is turning to a far larger buildout: financing AI compute. In a new whitepaper, Jason Thomas and Mark Jenkins ask whether the same pattern, underwriting guidelines shaping deal flow rather than the other way around, deserves a closer look this time. Avoiding AI compute exposure altogether would be senseless. The more useful question is how deliberately to set concentration limits as the buildout continues, rather than after it has already run its course. ➡️Read the full analysis: http://spr.ly/6040BGQHL2 📽️Watch Mark's Bloomberg News interview with Dani Burger and Michael McKee: http://spr.ly/6041BGQHLN

Carlyle today announced that its Global Credit platform has provided a financing package to Summit Group, a leading provider of trust, fund, corporate and advisory services, to support the company’s next phase of growth. Backed by Sovereign Capital Partners, Summit provides trust, fund, corporate and advisory services to private clients, family offices and institutional investors across Europe and the Middle East. The financing will support Summit as it continues to invest in and expand its platform. The transaction builds on Carlyle Global Credit’s experience in the sector, including its recent financing of Suntera Global in 2025, and reflects our continued conviction in the long-term growth of specialist fiduciary and fund services.

Defense capabilities can only grow as fast as the industrial base can produce and support them. As the United States and its allies respond to a more complex threat environment, they face the simultaneous challenge of replenishing existing capabilities while developing and producing a new generation of defense technologies. In the latest Up Close with Carlyle, Ian Fujiyama explores why rebuilding the defense industrial base has become a national security priority, what it will take to translate increased spending commitments into greater capacity, and how Carlyle’s recent investment in Castelion illustrates the connection between innovation and production capacity. Read the full article below.

What can Formula 1 teach us about performing under pressure? Earlier this month, we brought clients and partners together in Milan and Geneva for an exclusive evening with David Coulthard, former Formula 1 driver and Oracle Red Bull Racing Ambassador. Fresh off the Monza Grand Prix, David shared what high performance looks like behind the scenes, how he sees the sport evolving, and a few lessons from his career. John Pavelski, Partner & CEO of Carlyle Private Equity Partners, joined the conversation to share his perspective on the themes shaping private markets today. Closing the evening, Sophie Dodson, Head of Global Wealth Distribution for Europe, brought the two worlds together, noting that both are defined by "the discipline to stay the course through uncertainty, and the composure to perform when the pressure is greatest."

Carlyle’s Anssi Halonen, Head of Acquisitions for Carlyle’s Europe Realty (CER) platform, joined the PERE Europe Summit last week to discuss the future of residential and living in Europe. The panel explored the market dynamics shaping the sector, including demographics, affordability and supply, the evolving regulatory landscape, and the role of technology in driving operational efficiencies. Anssi also shared perspectives on how these dynamics are playing out across different European markets and the investment opportunities emerging across the sector.

How did the secondaries market evolve into an increasingly important part of private markets? What began as a niche source of liquidity has become an increasingly key portfolio management tool for institutional investors and private equity managers. In this video, David M Rubenstein explores how the secondaries market developed over time, the events that accelerated its growth, and how it evolved alongside private equity. Drawing on decades of experience, including the firm’s acquisition of Carlyle AlpInvest, he shares a historical perspective on one of the fastest-growing areas of private markets. 📽️Watch the full video here: http://spr.ly/6041BG5V3c

Carlyle x Bloomberg, live from Washington, DC. At our Global Investor Conference, Harvey Schwartz, John Redett , Jason Thomas, Ian Fujiyama, Alex Chi, and Lauren Basmadjian joined Dani Burger to discuss the themes shaping markets and portfolios today. From rates and resilience to private equity, credit, AI, defense, energy, and cybersecurity, here’s what they had to say. Watch the full interviews here: http://spr.ly/6048BGkXdm