Streaming Income - A Podcast from Barings
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.
Episodes
Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.
Episode Segments:
(02:41) – North American market overview
(10:48) – European market overview
(21:51) – APAC market overview
(28:01) – The development and benefits of global direct lending strategies
...
Head of Consumer ABF, Yulia Alekseeva, sheds light on the fast-growing area of asset-backed finance. She provides an overview of the types of assets that comprise the ABF universe and the attributes – such as income and diversification – that are driving growth in the space.
Episode Segments:
(01:24)–Yulia’s background
(04:22)–Defining ABF
(07:32)–The assets that comprise the investible universe
(12:59)–Why ABF is garnering so much ...
Barings' Head of Global CLOs, Adrienne Butler, retraces the history of the CLO asset class from its emergence in the late-1990s through the trials of the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.
Episode Segments:
(03:02) – The early days of the CLO market
(09:33) – How CLOs fared in the 2008 period
(16:14) – The distinction between investing in 3rd party CLO tranches and ...
How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Streaming Income podcast to help parse signal from noise.
Episode Segments
(02:32) – Rates, tariffs, oil, growth & what history tells us
(09:09) – Is the risk-free rate really risk free?
(10:48) – U.S exceptionalism or decadence?
(11:52) – How shifting global alliances are shaping the ...
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 portfolio finance strategies
(17:53) – How the portfolio fin...
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 activity across the globe
(11:40) – The health of middle...
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 between alternative asset manager business models
(07:56)...
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
(13:40) – What 2025 may hold for real estate debt
(17:00) – ...
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 uncertainty in the market?
(14:09)—Are the U.S. and Eu...
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 the potential for higher returns
(11:24) – The opportunity from t...
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 investi...
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 over direct lending through customization
(12:14) – The e...
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 Barings
05:18 – What market technicals are telling us about high yield
09:26 – Assessing issuer fundamentals against a noisy macro backdrop
15:32 – Liability management exercises and where default...
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) – Where re-pricing and long-term structural trends converge
...
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 in a world rife with geopolitical risk
(24:19) – Why the i...
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 recent developments in Barings’ Global Private Fin...
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 on loans
(08:37) – Contrasting the steady return prof...
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 to watch for that may indicate the trough of the cyc...
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 income
04:12 - Are markets too aggressive in pricing in rate cuts?
05:45 - Corporate fundamentals and the potential for higher defaults
09:15 - What history may tell us about f...
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 credit’s growth
(06:10) – Understanding the types of B...
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