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
Technology sector analyst, Brad Lewis unpacks how AI is impacting the outlook for credit markets across software and other sectors. He provides insight into the Barings' team's framework for parsing winners from losers, and talks about what's next for AI.
Episode Segments: (01:22) – Brad’s background & tech’s historical development in high yield (04:39) – Why AI became THE story in late-25/early-26: new models, agents & an...
Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective.
Episode Segments: (01:25) – An overview of Barings’ Global Private Finance platform (04:23) – Putting the recent period of AI-induced volatility into context (07:45) – Underwriting AI risk in software investments (10:41) – Could AI trigger the next credit cycle? (13:21) – Building resilience into por...
In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.
Key Themes:
Long Term Partnership Mindset
Freno explains how Barings’ ownership model enables true long term thinking and an alignment of interests with clients and partners — creating a foundation for durable, mul...
Where are global real estate markets headed in 2026? Watch our 2026 Global Real Estate Outlook panel to find out.
With expert guests, including:
- Nasir Alamgir – Head of US & European Real Estate Debt
- Alex Gilbert – Co-CEO of Artemis, a Barings Company
- Nick Pink – Head of European Real Estate Equity
- Mike Flynn – Head of Japan Real Estate
Moderated by Co-Head of Global Investments, David Mihalick
Episode Segments...
Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations that Barings' clients, investment teams and industry thought leaders engaged in during the event.
Episode Segments:
(01:20) - Barings Chairman & CEO Mike Freno on opportunities and risks in private markets
(07:48) - Author & Podcaster, Malcolm Gladwell on AI, private markets, t...
In this 2026 Outlook discussion, our experts across Direct Lending, Asset-Based Finance and Portfolio Finance cover:
- Where they see value and how they’re assessing risks
- What trends are shaping the landscape in the year ahead
- Their personal “bold predictions” for 2026
Panelists:
Orla Walsh – Head of Europe Private Credit Portfolio Management
Jim Moore – Head of Asset-Based Finance
Dadong Yan – Head of Portfolio Financ...
In this 2026 Outlook discussion, our experts across High Yield, CLOs, Investment Grade and EM Debt cover:
- Where they see value (against a backdrop of historically tight spreads)
- How megatrends like AI proliferation are creating opportunities (and risks)
- Their personal “bold predictions” for the year ahead
Panelists:
Brian Pacheco – Global High Yield
Head of US & European Real Estate Debt, Nasir Alamgir, joins Streaming Income to discuss why investors - especially those focused on private credit - have been increasingly allocating to real estate debt, and how the opportunity set continues to evolve.
Episode Segments:
(02:39) – The trends shaping the real estate debt landscape – from rates to AI
(05:04) – How & why private credit investors are diversifying into real es...
Barings' Joe Mazzoli sheds light on the factors currently shaping the landscape for business development companies (BDCs) - from the interest rates to credit dynamics - and what may lie ahead for investors in the space.
Episode Segments:
(03:24) - Understanding the different types of BDCs
(05:17) - What's driving growth in perpetual BDCs
(07:45) - How lower rates may impact the space
(10:30) - The impact of a two-speed economy
(...
Orhan Sarayli, Head of North America for Barings' Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infrastructure debt.
Episode Segments:
(02:11) – Background on Orhan & the infra debt team at Barings
(03:10) – Defining the infrastructure debt universe
(05:54) – The structural trends underpinning massive growth in infrastructure investment
(09:24) – The role of institutional inve...
Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dynamics are impacting corporate fundamentals and the backdrop for high yield bonds and broadly syndicated loans today.
Episode Segments:
01:55 – Scott’s role at Barings and the HY platform at Barings
03:01 – How the “Sell America” trade is impacting high yield markets
08:18 – The trill...
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 strateg...
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 or...
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 t...
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...
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 mid...
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
(07:5...
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 ...
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 fro...
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