Oct 09 2024 39 mins 4
Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors.
Episode Segments:
(03:17) – What’s driving the blurring of lines between public & private credit?
(09:47) – The ebb and flow between the public and private loan markets
(14:22) – What happens when we hit an economic cycle?
(19:17) – The benefits of investing across public & private markets
(23:42) – Why Barings combined its public & private asset-backed groups
(26:10) – How borrowers choose which market to issue into
(33:22) – Thinking about the interplay between public & private markets
(36:30) – How asset managers need to evolve alongside investors and markets
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