The Insight by Oaktree Capital

Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

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Aug 8, 2024
Join Armen Panossian, Co-CEO and Head of Performing Credit, and Wayne Dahl, Co-Portfolio Manager of Global Credit, as they dive into the widening wealth gap in the U.S. economy. They discuss how luxury markets thrive amid rising delinquencies, the risks in retail sales, and the implications for credit investments. With economic shifts affecting both consumer behaviors and Federal Reserve strategies, discover how careful credit selection can unveil promising investment opportunities despite the challenges ahead.
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