Blue Owl -Fri, 09/05/2025 - 17:41

Consumer Credit: Where are the Canaries?

Against a backdrop of market volatility, trade uncertainty and rising inflation expectations, consumer sentiment has deteriorated rapidly in 2025, with many measures falling to levels not seen since the onset of the COVID-19 pandemic. While sentiment has weakened, we observe consumer credit profiles are well positioned to absorb some volatility. In this piece from Blue Owl's Alternative Credit Investment team, we remind investors not to confuse sentiment with credit performance.

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Blue Owl

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $251 billion in assets under management, we focus on providing businesses with private capital solutions to drive long-term growth and can offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,100 experienced professionals globally as of January 31, 2025, Blue Owl brings the vision and discipline to create the exceptional.

Rich Goetze
Principal
rich.goetze@blueowl.com
908-501-6098

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Consumer Credit: Where are the Canaries?

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