Streaming Income - A Podcast from Barings

Jan 08 2025 91 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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Portfolio Finance: Private Markets’ Next Great Asset Class?

Jan 08 2025 42 mins

In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.Episode Segments:(03:04) – Defining portfolio finance(04:23) – Where NAV lending fits in(06:11) – Core portfolio finance: Private credit, RE debt, secondaries & GP financing(12:45) – The risk-return spectrum of port

2025 Outlook: Direct Lending

Dec 10 2024 35 mins

This episode is part of our 2025 Outlook series. Here our experts in private credit – across the U.S., Europe, and Asia Pacific – discuss and debate the prospects for middle market direct lending in the year ahead.Episode Segments:(02:43) – Misconceptions about direct lending(04:30) – The impact of Trump’s victory on private credit markets(07:20) – The outlook for M&

A Fireside Chat with CEO Mike Freno & Ted Seides

Dec 05 2024 41 mins

Barings Chairman & CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the evolving asset management landscape and how Mike and the Barings team are positioning for growth ahead. Episode Segments:(01:16) – The benefits of being owned by a 175-year-old mutual insurance company(04:47) – Distinguishing betwe

2025 Outlook: Global Real Estate

Nov 27 2024 31 mins

This episode is part of our 2025 Outlook series. Here, our experts across real estate debt and equity markets discuss and debate the prospects for global commercial real estate investments in the year ahead. Episode segments:(01:59) – What is the market wrong about?(03:39) – Revisiting last year’s predictions (06:20) – How Trump 2.0 may impact global real estate markets(13:

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