Alex Shahidi: Strategies for Creating a 'Genuinely Diversified Portfolio' in a Volatile Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 07 2026
0mins
Should l Buy CG?
Source: Barron's
Investor Myopia: Many investors exhibit a short-sightedness regarding stock investments, particularly in U.S. equities, according to Alex Shahidi of Evoke Advisors.
Mindset Challenges: Shahidi emphasizes that overcoming a mindset that views equities as the primary source of returns, while considering other investments as mere diversifications that yield lower returns, is crucial for investors.
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Analyst Views on CG
Wall Street analysts forecast CG stock price to rise
12 Analyst Rating
7 Buy
4 Hold
1 Sell
Moderate Buy
Current: 52.550
Low
53.00
Averages
67.91
High
83.00
Current: 52.550
Low
53.00
Averages
67.91
High
83.00
About CG
The Carlyle Group Inc. is a global investment company. The Company operates through three segments including Global Private Equity, Global Credit and Carlyle AlpInvest. The Global Private Equity segment advises the Company's buyout, growth, real estate, infrastructure, and natural resources funds. The Global Private Equity segment also includes the NGP Carry Funds advised by NGP Energy Capital Management (NGP). The Global Credit segment advises funds and vehicles that pursue investment strategies including insurance solutions, liquid credit, opportunistic credit, direct lending, asset-backed finance, aviation finance, infrastructure credit, cross-platform credit products, and global capital markets. The Company's Carlyle AlpInvest segment advises global private equity programs that pursue secondary purchases and financing of existing portfolios, managed co-investment programs, and primary fund investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Market Reaction Analysis: This move by Carlyle may prompt investors to scrutinize other similar funds amid uncertainties in the private credit market, potentially affecting overall industry trust and investment flows.
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See More
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