Streaming Income - A Podcast from Barings

Against a backdrop of stickier-than-expected inflation, higher-for-longer rates, and persistent geopolitical risks, what is the outlook for high yield bonds and senior secured loans? Global High Yield Portfolio Manager, Brian Pacheco, weighs in.Episode Segments:(03:29) – How the macro backdrop has changed for high yield this year(06:28) – Why the Barings team is bullish today o

While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today. Episode Segments:(02:11) – Assessing the macro background for European real estate(04:41) – Signals t

Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations. Episode Segments:02:20 - How the macro backdrop is shaping the outlook for fixed income04:12 - Are markets too aggressive in pricing in rate cuts?05:45 - Corporate fundamentals and the potential for higher d

Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private credit asset class. Barings' Matthew Freund discusses the cyclical and structural trends shaping the market opportunity today.Episode Segments:(02:29) – Defining our terms: BDCs(04:08) – The structural trends underpinning private cr

While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024 – benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.Episode Segments:02:00 – How the RE debt landscape has changed over the last year03:36 – How the inte

Dennis Ho, CEO of Martello Re, sits down with Barings’ Colin Gordon to discuss the creation and rapid growth of Bermuda-based reinsurer Martello Re, and how trusted partnerships have been the key to tackling challenges ranging from investment returns to hiring and beyond.Episode Segments:(02:20) – From trading hockey cards to managing a multi-billion dollar reinsurer(03:41) –

Daron Tubian, Head of Affordable Housing Investments at Barings, sits down with Rich Roberts of Red Stone Equity Partners to discuss the housing affordability crisis in the U.S., and how investors can play a role in the solution while also earning potentially attractive returns.Episode Segments:(01:55) - Looking back on 30 years in affordable housing(04:46) - Understanding the scop

How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the year ahead? Our panel of experts from the U.S., Europe, & Australia answer these questions and more in this special outlook episode.Moderator: Maureen Joyce - Head of U.S. Real Estate Asset Management and Equity Portfolio Management

From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.Moderator: Matt Livas, Head of Client Portfolio Management for Public Fixed IncomePanelists:Ricardo Adrogue, Head of Global Sovereign Debt & CurrenciesYulia Alekseeva, Portfolio

Is all the doom and gloom around commercial real estate warranted? Or are there still opportunities for savvy investors? Joe Gorin discusses this and why tomorrow's real estate equity portfolios may ultimately look significantly different than those of today.Episode Segments:(01:32) – Not sugarcoating the outlook for real estate equity (03:43) – The past, present and future of