Brookfield Asset Management, Oaktree Capital Management -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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Authored by: Oaktree Capital Management
Authored on: Fri, 08/23/2024 - 00:08

Brookfield

Brookfield Asset Management is a leading global alternative asset manager with approximately $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

Roger Kramer
Managing Director, Insurance Strategist
roger.kramer@brookfield.com
+1.646.774.3472

https://www.brookfield.com/
250 Vesey Street, 14th Fl. New York, NY 10281

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