Danielle Poli

Danielle Poli, an Assistant Portfolio Manager for Oaktree's Global Credit Strategy, discusses the lasting impact of high Treasury yields on credit investments. Julio Herrera, specializing in Emerging Markets Debt, offers insights on China's recent stimulus efforts and its effects on the economy. Mark Jacobs shares his outlook on the real estate market, focusing on the multifamily sector's resilience amid rising interest rates. Together, they explore investment opportunities in a volatile landscape while emphasizing the importance of diligent research and strategic management.

Danielle Poli, co-portfolio manager of Oaktree's Diversified Income Fund, shares her insights on the shifting credit landscape following recent Federal Reserve rate cuts. She discusses the surprising resilience of corporate credit despite high inflation and rising interest rates. Danielle delves into the explosive growth of the private credit market and its impact on traditional financing. With a focus on navigating market volatility, she highlights the importance of liquidity, adaptive strategies, and evolving trends in the BBB bond market.

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly.  They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.

Armen Panossian, Danielle Poli, and Wayne Dahl discuss macroeconomic tailwinds turning into headwinds, Goldilocks thinking in the market, opportunities in asset backed finance, risk in the US housing market, market normalization, and the challenge of reading the economy.

Head of Performing Credit and Assistant Portfolio Manager discuss the risks and opportunities of 'Goldilocks thinking' prevalent in today's markets. Topics covered include the caution towards prevailing market narratives, impact of declining interest rates, populism and economic protectionism, credit card debt and future economic scenarios, risks and opportunities in commercial real estate and high-yield bonds, European bond issuance and CLO performance.