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.

Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit investors trying to make sense of today’s noisy data.

Armen Panossian, Danielle Poli, and Wayne Dahl discuss macroeconomic tailwinds turning into headwinds, Goldilocks thinking in the market, opportunities in asset backed finance, risk in the US housing market, market normalization, and the challenge of reading the economy.

Wayne Dahl, Robert O’Leary, and Mark Jacobs discuss topics from Oaktree's Quarterly Letters, including navigating the interest rate environment, attractive sectors for credit investors, misconceptions about the real estate market, and more.

Wayne Dahl from Oaktree, an expert in high-yield bonds and leveraged loans, delves into the evolving credit landscape. He discusses how improved quality and low default rates have made high-yield bonds appealing, with yields around 7.5%-8%. The rise of private credit is highlighted as a critical factor amid traditional lending challenges. Dahl also sheds light on how borrowers are refinancing amid rising rates and the increasing appeal of structured credit for higher yields, all while navigating the economic outlook for potential recessions.