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Julio Herrera
Portfolio Manager of Oaktree's Emerging Markets Debt Strategies. Offers expertise on the Chinese economy and its stimulus package.
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Jan 15, 2025
• 35min
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
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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.
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