Streaming Income - A Podcast from Barings
Dettagli canale
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.
Episodi recenti
97 episodi
The Current State of Play in BDCs
Barings' Joe Mazzoli sheds light on the factors currently shaping the landscape for business development companies (BDCs) - from the interest rates to...
Infrastructure Debt: From Opaque to Opportunity
Orhan Sarayli, Head of North America for Barings' Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infra...
High Yield: Tariffs, Tensions & Tactical Shifts
Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dyna...
Understanding Global Direct Lending Markets
Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Eu...
Demystifying Asset-Backed Finance
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 t...
CLOs: Past, Present & Future
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...
Emerging Markets Debt in a Trump 2.0 World
How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Stre...
Portfolio Finance: Private Markets’ Next Great Asset Class?
In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio F...
2025 Outlook: Direct Lending
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 t...
A Fireside Chat with CEO Mike Freno & Ted Seides
Barings Chairman & CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the evolv...
2025 Outlook: Global Real Estate
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 glo...
2025 Outlook: Global Fixed Income
This episode is part of our 2025 Outlook series. Here, our experts across high yield, emerging markets debt, and investment grade credit share how the...
Private Infrastructure Equity: The Overlooked Middle Market
Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to...
The Blurring Lines Between Public & Private Credit Markets
Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers,...
Demystifying Capital Solutions Strategies
Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutio...
High Yield Bonds: Assessing the Landscape Today
Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroecon...
The Multi-Decade Opportunity in U.S. Residential Real Estate
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 moder...
EM Debt: The Improving Risk/Reward Dynamics
Dr. Ricardo Adrogué joins the podcast to discuss why risks including those related to inflation, interest rates and EM elections are increasingly behi...
Growing Barings in Private Assets & Beyond
Barings Chairman & CEO, Mike Freno, joins the podcast to discuss recent developments in the firm’s Global Private Finance platform, the strong momentu...
High Yield Bonds & Loans: Adapting to Changing Markets
Against a backdrop of stickier-than-expected inflation, higher-for-longer rates, and persistent geopolitical risks, what is the outlook for high yield...
Is it Time for Fixed Income?
Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fu...
BDCs: The Cyclical & Structural Outlook
Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private cr...
Real Estate Debt: Why Now?
While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors...
Martello Re: Building a Reinsurer from the Ground Up
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, a...
Addressing the Affordable Housing Crisis
Daron Tubian, Head of Affordable Housing Investments at Barings, sits down with Rich Roberts of Red Stone Equity Partners to discuss the housing affor...
2024 Global Real Estate Outlook
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 ye...
2024 Public Fixed Income Outlook
From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of exp...
U.S. Real Estate Equity Today… & Tomorrow
Is all the doom and gloom around commercial real estate warranted? Or are there still opportunities for savvy investors? Joe Gorin discusses this and...
Assessing the Opportunities & Risks in High Yield Today
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...
Infrastructure Debt: The Growing Attraction
Orhan Sarayli, Head of North America on Barings' Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastr...
What Should We Do with All of this Office Space?
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? Wh...
CLOs: Finding Attractive Value Today
Co-Head of Structured Credit Investments, Melissa Ricco provides insight into the current dynamics driving the collateralized loan obligation market a...
Three Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets,...
Coastal Marinas: Charting a Course for Growth
Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressi...
Putting Today's Fixed Income Markets in Context
Head of Public Fixed Income, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro back...
Three Opportunities in Private Assets Amidst Volatility
Head of Private Multi-Asset Investing, John McNichols describes how the recent banking crisis is impacting private markets and discusses where he and...
Private Debt: Past, Present & Future
In the first episode of our new Investing Together series, Mercer's Global Head of Private Debt, David Scopelliti joins Barings' David Mihalick to dis...
Real Estate Debt: Headwinds and Tailwinds
Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook for c...
Emerging Markets Debt: An Early Spring?
Ricardo Adrogue, Head of Global Sovereign Debt and Currencies discusses the Barings' team's increasingly positive view on the outlook for emerging mar...
2023 Global Real Estate Outlook
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.