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Market Impact: 0.25

Market Attractive But Issues Lurk, Oaktree's Poli Says

Source: Bloomberg

Interest Rates & YieldsInflationInvestor Sentiment & PositioningCredit & Bond Markets

Oaktree Portfolio Manager Danielle Poli said yields may face continued upward pressure because investors remain unconvinced that inflation will be fully contained. The view signals persistent inflation-risk concerns in bond markets and a potentially challenging backdrop for rate-sensitive assets.

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mildly negative

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