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A private-equity giant sees 'unlimited' upside in a booming sector that's not AI

May 28, 2026 Robert Harrington

Geopolitical tensions are creating massive opportunities in defense and industrial investing, according to Carlyle Group CEO Harvey Schwartz.

"Everywhere you go in the world, the conversation is the same. It's a conversation first and foremost about national security," Schwartz said at the Bernstein Strategic Decisions Conference in New York on Wednesday. READ MORE

Tags Private Equity
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