---
title: "Market Attractive But Issues Lurk, Oaktree's Poli Says"
description: "Oaktree Portfolio Manager Danielle Poli says markets may continue to see upward pressure on yields because investors do not yet believe inflation will be fully tamed. She speaks with Romaine Bostick on \"Bloomberg The Close.\" (Source: Bloomberg)"
section: market-watch
published: 2026-09-15T22:07:03.162269+00:00
canonical: https://valorandventures.media/article/a0b69d62-c7b5-4d66-b64f-961a69728520
publisher: "Valor & Ventures Media"
source: "Bloomberg"
source_url: https://www.bloomberg.com/news/videos/2026-09-15/market-attractive-but-issues-lurk-oaktree-s-poli-says-video
access: free
---

# Market Attractive But Issues Lurk, Oaktree's Poli Says

*Oaktree Portfolio Manager Danielle Poli says markets may continue to see upward pressure on yields because investors do not yet believe inflation will be fully tamed. She speaks with Romaine Bostick on "Bloomberg The Close." (Source: Bloomberg)*

## Executive Summary

In a recent appearance on the Bloomberg television program "Bloomberg The Close," hosted by journalist Romaine Bostick, Danielle Poli, who serves as a portfolio manager at Oaktree, offered a detailed perspective on the current state of global financial markets. Poli explained that while the current investment landscape presents several highly attractive entry points for participants, significant underlying challenges continue to loom beneath the surface. Her observations underscore a complex period of transition for financial markets, where nominal opportunities must be weighed against structural macroeconomic headwinds. According to the Bloomberg interview, a key driver of this market complexity is the direction of debt yields. Poli pointed out that financial markets may continue to experience persistent upward pressure regarding yields. This dynamic is critical for fixed-income assets and broader corporate borrowing costs alike. The upward movement, as discussed in the broadcast, reflects a broader adjustment process as market participants recalibrate their expectations for long-term interest rates and capital costs in an era defined by economic transition. The underlying cause of this upward trajectory, according to Poli, is deeply rooted in investor psychology and macroeconomic skepticism. The Bloomberg report notes that market participants are still skeptical that inflationary forces have been entirely brought under control. This lack of confidence in the complete stabilization of consumer and producer prices keeps the market on edge. As a result, investors are demanding higher yields to compensate for the perceived risk that inflation might remain elevated or experience unexpected resurgences in the near future. For the executive, founder, and veteran leadership audience of Valor & Ventures Media, these observations provide a vital warning against complacency during periods of apparent market strength. When prominent asset managers like Oaktree’s Poli highlight that inflation anxieties are still actively influencing yield curves, it signals a need for disciplined capital allocation. Business leaders and decision-makers must remain vigilant, recognizing that the cost of capital may stay higher for longer. Navigating these hidden market issues requires balancing the pursuit of attractive growth opportunities with robust risk-management strategies designed to withstand persistent macroeconomic uncertainty.

## Article

Oaktree Portfolio Manager Danielle Poli says markets may continue to see upward pressure on yields because investors do not yet believe inflation will be fully tamed. She speaks with Romaine Bostick on "Bloomberg The Close." (Source: Bloomberg)
---
Bloomberg

---

Originally published by Bloomberg: https://www.bloomberg.com/news/videos/2026-09-15/market-attractive-but-issues-lurk-oaktree-s-poli-says-video