The Divergence of Consumer Experiences in a Changing Economy

The disparity between the haves and the have-nots has widened meaningfully in the U.S. economy over the last year.  As a result, healthy aggregate macroeconomic indicators have often obscured the weakness building among pockets of the population.  In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Credit) and Wayne Dahl (Co-Portfolio Manager, Global Credit) consider how this dual economy is impacting credit investors as they discuss topics from the recently published Performing Credit Quarterly 2Q2024: The Dual Economy (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/performing-credit-quarterly-2q2024-the-dual-economy).