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: Conversations 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.
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Rates with Wayne Dahl
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: Conversations 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.
Recorded on October 20, 2026.
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