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Consumer Credit: Separating Canaries from Canards

Separating Canaries from Canards

Blue Owl's Alternative Credit Investment team examines rising credit card delinquency rates and cautions against misinterpreting alarming charts as signs of systemic consumer stress in a new piece, Separating Canaries from Canards. Read now to learn how to better interpret consumer data and signals in today's market.

 

 

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Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With over $307 billion in assets under management as of December 31, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and 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 approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

Blue Owl Capital 
Seagrams Building
375 Park Avenue, 4th Floor,
New York, NY, 10022

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