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Streaming Income - A Podcast from Barings

Barings

Streaming Income - A Podcast from Barings

A Business podcast
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Streaming Income - A Podcast from Barings

Barings

Streaming Income - A Podcast from Barings

Episodes
Streaming Income - A Podcast from Barings

Barings

Streaming Income - A Podcast from Barings

A Business podcast
Good podcast? Give it some love!
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Episodes of Streaming Income

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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
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 oppo
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 outl
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
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 ass
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 r
Can the impressive growth of the direct lending asset class continue? Or will higher rates and increased competition mean more defaults and lower spreads are on the horizon? Our experts across the U.S., Europe and Asia-Pac weigh in on the prosp
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 earn
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 m
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 Port
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
The direct lending asset class, and private credit more broadly, have recently attracted much investor interest and a fair share of media hype. What's real and what's noise? Ian Fowler draws on his 30+ years of industry experience to help liste
With yields on bonds and loans near historical highs and the credit quality of the high yield market materially higher than in past cycles, investors may not need to take excessive risks to earn attractive returns in below-investment-grade mark
Orhan Sarayli, Head of North America on Barings' Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its g
From Wall Street economists to local taxi drivers, everyone is talking about the challenges facing U.S. office real estate. How big is the problem? What are the potential solutions? And will there be investment opportunities along the way? Bari
Co-Head of Structured Credit Investments, Melissa Ricco provides insight into the current dynamics driving the collateralized loan obligation market and why she and the team are seeing compelling opportunities, particularly at the top of the ca
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and "real assets 2.0."Episode Segments:(0
Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressive platform for owning and operating marinas in Charleston, SC, and how Barings has partnered
Head of Public Fixed Income, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro backdrop with those faced in prior economic slowdowns.Episode Segments:(01:15) - How corporate fun
Head of Private Multi-Asset Investing, John McNichols describes how the recent banking crisis is impacting private markets and discusses where he and the Barings team are seeing private market opportunities in areas like construction loans and
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler discuss the current landscape in private credit markets, and how structural and cyclical forces are converging to create clear winners and losers among private credit managers. E
In the first episode of our new Investing Together series, Mercer's Global Head of Private Debt, David Scopelliti joins Barings' David Mihalick to discuss the evolution of private credit, including how this market developed, what conditions are
Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook for commercial real estate debt.Episode Segments:(01:00) - The current landscape for real estate de
Ricardo Adrogue, Head of Global Sovereign Debt and Currencies discusses the Barings' team's increasingly positive view on the outlook for emerging markets debt. Episode Segments:(02:21) - Reasons to be optimistic about EM Debt in 2023(04:28) -
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023. Episode Segments:(02:35) – Introductions(03:35) – What’s keeping us up at night in real estate markets?(10
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