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Oaktree Capital - Fri, 08/23/2024 - 00:08

Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

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.

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Oaktree Capital Management, L.P.

Oaktree is a leader among global investment managers specializing in alternative investments. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. Insurance companies are one of the largest client segments at Oaktree, with more than 27 years of experience managing capital for the sector. Our dedicated global insurance solutions team partners with clients to develop new strategies and customize our solutions. 

www.oaktreecapital.com 

Greg Halagan
Managing Director and Head of Insurance Solutions

333 South Grand Ave., 28th Floor,  
Los Angeles, CA 90071

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