Streaming Income - A Podcast from Barings

Nov 19 2024 87 ep. 33 mins 74

Streaming Income - A Podcast from Barings artwork

From high yield and private credit, to real estate and emerging markets, Streaming Income takes you beyond the headlines—providing insight into less efficient markets through conversations with the experts investing in them every day.

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2025 Outlook: Global Fixed Income

Nov 19 2024 41 mins

This episode is part of our 2025 Outlook series. Here, our experts across high yield, emerging markets debt, and investment grade credit share how they are navigating today's shifting landscape and where they expect opportunities and risks to emerge in the year ahead.Episode Segments: (2:50)—What does a Trump victory mean for fixed income?(8:04)—Do current prices reflect the un

Private Infrastructure Equity: The Overlooked Middle Market

Nov 13 2024 36 mins

Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to “build to core” in assets like battery storage and data centers.Episode Segments: (01:58) – Mina’s role at Barings(02:43) – The common attractions of infra equity asset types(06:12) – Why “infrastructure 2.0” offers t

The Blurring Lines Between Public & Private Credit Markets

Oct 09 2024 39 mins

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

Demystifying Capital Solutions Strategies

Sep 17 2024 37 mins

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns.Episode Segments:(05:42) – How Barings defines Capital Solutions strategies(08:50) – Targeting a premium ove

High Yield Bonds: Assessing the Landscape Today

Aug 14 2024 45 mins

Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop.Episode Segments:02:30 – Kelly’s background and role at Barings05:18 – What market technicals are telling us about high yield09:26 – Assessing issuer fundamentals against a noisy macro backdrop15:32

The Multi-Decade Opportunity in U.S. Residential Real Estate

Jul 31 2024 42 mins

The U.S is experiencing a housing crisis driven by a lack of new supply and challenged affordability. But for investors providing the capital to modernize the country’s stock of housing, attractive returns may lie ahead. Maureen Joyce explains.Episode Segments:(04:41) – The key factors driving the U.S. housing crisis(09:02) – The demographic groups most impacted(12:50) – Wh

EM Debt: The Improving Risk/Reward Dynamics

Jul 17 2024 35 mins

Dr. Ricardo Adrogué joins the podcast to discuss why risks including those related to inflation, interest rates and EM elections are increasingly behind us, setting the stage for a possible resurgence in investor appetite for EM Debt. Episode Segments:(02:45) – Is EM election risk behind us?(10:10) – How the outcome of the U.S. election may impact EMs(20:46) – Investing i

Growing Barings in Private Assets & Beyond

May 30 2024 37 mins

Barings Chairman & CEO, Mike Freno, joins the podcast to discuss recent developments in the firm’s Global Private Finance platform, the strong momentum in its public and private assets businesses, and where he and the Barings team see opportunities for growth ahead.Episode Segments:(01:51) – Recapping two strong years of growth for Barings(04:17) – Mike’s perspective on

High Yield Bonds & Loans: Adapting to Changing Markets

Apr 24 2024 35 mins

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

European Real Estate: Light at the End of the Tunnel?

Mar 13 2024 34 mins

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