In September, the U.S. Federal Reserve increased interest rates for the first time in three years, defying expectations for rate decreases in 2026. In our latest episode of The Insight podcast, Wayne Dahl, co-Portfolio Manager of Oaktree’s Global Credit strategy, discusses what’s behind the rise in rates, how it’s reshaping the opportunity set in credit markets and where to find value today.

Views and opinions expressed are subject to change. This recording is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any product or service of Brookfield Corporation (“Brookfield”) and certain of its affiliates.