The Light from the East

By: Jason Thomas
Jason Thomas - The Light from the East

For many investors, Japan represents something of a paradox: how has the economy grown at one-third the rate of North America’s over the past decade? The answer lies in Japan’s unique combination of high operating earnings yields and ultra-low finance costs. 

The Light from the East is a Global Insights report from Head of Global Research & Investment Strategy Jason Thomas which shares our perspective on Japan in light of the current macroeconomic climate.

Read The Light from the East by Jason Thomas



Jason Thomas is a Managing Director and Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees. Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance. Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow. Mr. Thomas has earned the chartered financial analyst designation and is a Financial Risk Manager certified by the Global Association of Risk Professionals.