Latest news with #JeffCurrie
Bloomberg
30-06-2025
- Business
- Bloomberg
Oil Investment Not a Focus for Major Producers: Carlyle's Currie
Jeff Currie, chief strategy officer of energy pathways at Carlyle, discusses investment in the oil sector on Bloomberg Television. "When we look at the misallocation of capital, look at a ratio of equities to commodities or any financial market to commodities, you're just grinding lower and lower," Currie tells Bloomberg's Francine Lacqua. "This is going to reverse," he adds. (Source: Bloomberg)
Bloomberg
30-06-2025
- Business
- Bloomberg
Carlyle: Military Industrial Complex is a Boon to Productivity
The military industrial complex has pushed technology to continue to improve, and it is this defense-driven innovation that has given Silicon Valley its edge says Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle. Now, it is Europe's time to catch up, as increased defense spending will fund a new wave of technological advancements and investments in energy security. To fund this new wave of innovation, private capital is imperative, argues Currie. He spoke to Francine Lacqua on 'Bloomberg: The Pulse'. (Source: Bloomberg)
Yahoo
30-06-2025
- Business
- Yahoo
Carlyle: Military Industrial Complex is a Boom to Productivity
The military industrial complex has pushed technology to continue to improve, and it is this defense-driven innovation that has given Silicon Valley its edge says Jeff Currie, Chief Strategy Officer for Energy Pathways at Carlyle. Now, it is Europe's time to catch up, as increased defense spending will fund a new wave of technological advancements and investments in energy security. To fund this new wave of innovation, private capital is imperative, argues Currie. He spoke to Francine Lacqua on 'Bloomberg: The Pulse'.
Yahoo
30-06-2025
- Business
- Yahoo
Oil Investment Not a Focus for Major Producers: Carlyle's Currie
Jeff Currie, chief strategy officer of energy pathways at Carlyle, discusses investment in the oil sector on Bloomberg Television. "When we look at the misallocation of capital, look at a ratio of equities to commodities or any financial market to commodities, you're just grinding lower and lower," Currie tells Bloomberg's Francine Lacqua. "This is going to reverse," he adds.
Yahoo
24-06-2025
- Business
- Yahoo
The $16 Trillion War Chest: How Private Equity Could Dominate Europe's Defense Boom
Carlyle Group (NASDAQ:CG) is sounding the alarmand the opportunity bell. In a new report released ahead of this week's NATO summit in The Hague, the private equity giant says Europe could pour up to 14 trillion ($16 trillion) into defense and infrastructure over the next decade if member states align with proposed 5% GDP targets. That's more than triple the current estimate of 4 trillion. With geopolitical heat rising from both Putin and a potential Trump return, defense budgets are primed to swell. Jeff Currie, Carlyle's chief strategy officer for energy pathways, flagged a critical capital shortfall: There's going to be a big increase in the demand for capital to start getting these projects up and going. Warning! GuruFocus has detected 4 Warning Signs with CG. And that's exactly where Carlyle (with $453 billion AUM and a long history in aerospace and defense) wants in. The firm is pushing for a public-private partnership modelwhere governments set the goals, and private equity handles the messy middle: supply chains, standardized hardware components (think Lego-like drone parts), and efficient execution across borders. The logic? Just like Silicon Valley was born out of U.S. military R&D spending, Europe's security push could ignite a new wave of innovationif the capital is deployed smartly. Carlyle sees itself not just as a financier, but as the glue that holds this fragmented ecosystem together. Still, the payoff isn't guaranteed. Bloomberg Economics warns that unless Europe raises productivity across its defense apparatus, the upside could be muted. Worse, if conflict breaks out on NATO's eastern flank, the global economy could take a $1.5 trillion hit in year one aloneroughly matching the shock from Russia's Ukraine invasion. Bottom line: the window for private capital to shape Europe's future defense backbone is wide open. But if it's not done right, the costsfinancial and strategiccould outweigh the hype. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
