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Streaming Income - A Podcast from BaringsUnderstanding Global Direct Lending MarketsLeaders 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(34:57) – Relative value, ramp speed and building global portfolios(41:15) – How relative has shifted over time(43:38) – The mechanics of relative value decisions(46:34) – The impact of macro and geopol...2025-05-2159 minStreaming Income - A Podcast from BaringsDemystifying Asset-Backed FinanceHead 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 attention (16:27)–The blurring lines between public & private credit(26:57)–Opportunities in ABF(31:12)–Mitigating risks in the asset class2025-04-3036 minStreaming Income - A Podcast from BaringsCLOs: Past, Present & FutureBarings' 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 originating CLOs(18:21) – A broadening investor base(23:22) – How the competitive landscape has evolved(25:18) – What’s next: Private c...2025-04-0933 minStreaming Income - A Podcast from BaringsEmerging Markets Debt in a Trump 2.0 WorldHow 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 investment picture(18:20) – Quantifying EM countries’ exposures to Trump’s policies (21:05) – Did 2024’s “low quality” rally leave credit spreads too tight?(25:56) – Why EM...2025-02-2638 minStreaming Income - A Podcast from BaringsPortfolio 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 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 finance asset class has developed over time(19:50) – Accessing portfolio finance(22:55) – Generating alpha & incremental yields vs. IG asset classes(28:41) – Where investors are bucketing portfolio finance(30:44) – H...2025-01-0842 minStreaming Income - A Podcast from Barings2025 Outlook: Direct LendingThis 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 market issuers in a higher-for-longer environment(17:26) – Capital solutions opportunities outside of traditional middle market direct lending(18:50) – Private equity sponsor tre...2024-12-1035 minStreaming Income - A Podcast from BaringsA Fireside Chat with CEO Mike Freno & Ted SeidesBarings 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) – How the Barings team has built a portfolio of capabilities to best serve its clients(11:28) – How Mike and team have integrated multiple acquisitions(14:21) – Overcoming the challenges of managing a...2024-12-0541 minStreaming Income - A Podcast from Barings2025 Outlook: Global Real EstateThis 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) – The outlook for European real estate markets(20:28) – The cyclical & structural factors driving real estate in 2025(22:52) – Where the Barings team sees the most at...2024-11-2731 minStreaming Income - A Podcast from Barings2025 Outlook: Global Fixed IncomeThis 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 Europe headed in different directions, and what are the implications of that? (18:17)—How big of a risk are high yield ma...2024-11-1941 minStreaming Income - A Podcast from BaringsPrivate Infrastructure Equity: The Overlooked Middle MarketMina 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 the concentrated capital raising in infrastructure(18:28) – The case for building smaller, modular, distributed assets (26:43) – The “buy vs. build” multiple arbitrage (28:25) – Sourcing deals in the lower...2024-11-1336 minStreaming Income - A Podcast from BaringsThe Blurring Lines Between Public & Private Credit MarketsBarings' 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 investing across public & private markets(23:42) – Why Barings combined its public & private asset-backed groups(26:10) – How borrowers choose which market to issue into(33:22) – Th...2024-10-0939 minStreaming Income - A Podcast from BaringsDemystifying Capital Solutions StrategiesMichael 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 evolution from Special Situations to Capital Solutions(20:32) – The opportunity in the insurance segment today(24:54) – The attraction of structured asset-backed finance(27:50) – Sourcing assets: From marinas to litigation finance & beyond(32:41) – Questions to ask managers...2024-09-1737 minStreaming Income - A Podcast from BaringsHigh Yield Bonds: Assessing the Landscape TodayKelly 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 – Liability management exercises and where defaults could go in a recession scenario20:14 – How high yield may fare in a slower economic environment25:49 – How to think about the maturity wall...2024-08-1445 minStreaming Income - A Podcast from BaringsThe Multi-Decade Opportunity in U.S. Residential Real EstateThe 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(15:02) – Build-to-rent as both a housing solution and attractive investment opportunity(19:57) – The U.S. cities and regions where the Barings team is seeing value...2024-07-3142 minStreaming Income - A Podcast from BaringsEM Debt: The Improving Risk/Reward DynamicsDr. 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 interest rate & inflation outlook may favor EMs(30:11) – Do EMs offer enough reward to offset the risk?...2024-07-1735 minStreaming Income - A Podcast from BaringsGrowing Barings in Private Assets & BeyondBarings 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 Finance platform(13:49) – The opportunity and growth ahead in private asset classes(17:00) – Serving PE sponsors with broad-based solutions(20:45) – The momentum in public market...2024-05-3037 minStreaming Income - A Podcast from BaringsHigh Yield Bonds & Loans: Adapting to Changing MarketsAgainst 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 profile of loans with higher duration assets(10:14) – Where loans sit from a valuation perspective today(11:39) – How higher rates may impact the default picture(14:20) – Liability Ma...2024-04-2435 minStreaming Income - A Podcast from BaringsEuropean Real Estate: Light at the End of the Tunnel?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 cycle(09:18) – Why transaction levels -60% don’t tell the full story(11:40) – The opportunity in distressed real estate assets(15:17) – The pricing...2024-03-1334 minStreaming Income - A Podcast from BaringsIs 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 fundamentals and valuations. Episode Segments:02:20 - How the macro backdrop is shaping the outlook for fixed income04:12 - Are markets too aggressive in pricing in rate cuts?05:45 - Corporate fundamentals and the potential for higher defaults09:15 - What history may tell us about fixed income's future path13:04 - The challenge of timing allocation shifts into fixed income18:19 - Finding relative value...2024-02-2834 minStreaming Income - A Podcast from BaringsBDCs: The Cyclical & Structural OutlookBusiness 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 BDCs: public, private & perpetual(08:20) – How fees play an important role in BDC investments(12:06) – How “peak rates” may impact BDCs(16:50) – Why the BDC IPO market is so active at the mome...2024-02-1533 minStreaming Income - A Podcast from BaringsReal 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 in 2024 – benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.Episode Segments:02:00 – How the RE debt landscape has changed over the last year03:36 – How the interest rate environment is impacting RE debt05:59 – The consequences of bank retrenchment08:10 – Could this be a year of distress AND recovery?11:44 – Comparing the timing of opportunities in debt and equity2024-01-3129 minStreaming Income - A Podcast from BaringsMartello Re: Building a Reinsurer from the Ground UpDennis 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 returns to hiring and beyond.Episode Segments:(02:20) – From trading hockey cards to managing a multi-billion dollar reinsurer(03:41) – Why the world needed another reinsurance company(05:49) – The influence of private equity in the reinsurance space(07:06) – The opportunity in multi-year guaranteed annuities and pension risk transfer(09:02) – The advantages of building a r...2024-01-1033 minStreaming Income - A Podcast from BaringsAddressing the Affordable Housing CrisisDaron 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 earning potentially attractive returns.Episode Segments:(01:55) - Looking back on 30 years in affordable housing(04:46) - Understanding the scope of the affordable housing crisis in the U.S.(08:15) - The growing attraction of affordable housing for institutional investors(15:28) - Partnering on affordable housing projects in Austin...2023-12-0633 minStreaming Income - A Podcast from Barings2024 Global Real Estate OutlookHow 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 more in this special outlook episode.Moderator: Maureen Joyce - Head of U.S. Real Estate Asset Management and Equity Portfolio Management, BaringsPanelists:John Ockerbloom - Head of U.S. Real Estate, BaringsNick Pink - Head of Europe Real Estate...2023-11-3045 minStreaming Income - A Podcast from Barings2024 Public Fixed Income OutlookFrom 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 Portfolio Management for Public Fixed IncomePanelists:Ricardo Adrogue, Head of Global Sovereign Debt & CurrenciesYulia Alekseeva, Portfolio Manager & Head of Securitized ResearchBrian Pacheco, Portfolio Manager, Global High YieldEpisode Segments:(05:16) – Where to next for ra...2023-11-1646 min
Market InsightsSpeaker Series - Joseph Mazzoli (Barings)Joseph Mazzoli is a member of Barings’ Client Portfolio Management Team, responsible for the distribution and management of Barings’ Private Credit Direct Lending BDC franchise. Joseph has worked in the industry since 2012. Prior to joining the firm in 2022, he worked for Wells Fargo Securities’ Leveraged Finance Sales and Trading Group, where he worked as a Senior Investment Analyst covering loans and bonds in the Healthcare, Packaging, Real Estate, and DATS sectors. Before that, Joseph worked in the Equity Research Department of Wells Fargo Securities covering BDC’s and Private Credit. In a prior role at Wells Fargo Securities, Joseph worked o...2023-11-1037 minStreaming Income - A Podcast from BaringsU.S. Real Estate Equity Today… & TomorrowIs 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 those of today.Episode Segments:(01:32) – Not sugarcoating the outlook for real estate equity (03:43) – The past, present and future of RE equity portfolio construction(07:19) – Considering if office is still “core” and where (if anywhere) opportunities exist today(15:00) – Why Joe & team are so bullish on certain segments of the residential space(23:35) –...2023-11-0740 minStreaming Income - A Podcast from BaringsAssessing the Opportunities & Risks in High Yield TodayWith 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 markets today. Barings' Co-Head of Global High Yield, Scott Roth explains.Episode Segments:(02:00) – What’s gone right for high yield bonds and broadly syndicated loans in 2023(04:56) – How high yield could fare if the Fed keeps hiking(07:58) – The outlook for high yield in a peak rate scenario(09:12...2023-09-2732 minStreaming Income - A Podcast from BaringsInfrastructure Debt: The Growing AttractionOrhan 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 growth in the years to come.Episode Segments:(01:05) – Defining the infrastructure debt universe today(03:20) – How infra debt transactions are sourced(05:11) – The surprisingly fast pace of infra deal origination(09:33) – Who’s buying infra debt and why?(11:06) – Why insurance companies are increasing allocations(12:23) – Below-investment-grade infra debt as an alternat...2023-08-0929 minStreaming Income - A Podcast from BaringsWhat 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? What are the potential solutions? And will there be investment opportunities along the way? Barings' Dags Chen weighs in. Episode Segments:(01:55) - How big the "office problem" actually is(04:50) - Assessing office equity valuations(06:25) - How long it may take for office valuations to bottom out(11:26) - How realistic office conversions actually are(14:23) - Why repurposing is a function...2023-07-1927 minStreaming Income - A Podcast from BaringsCLOs: Finding Attractive Value TodayCo-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 capital stack.Episode Segments:(01:28) - The impact of higher rates and an uncertain macro backdrop on CLOs(03:50) - The fundamental outlook and why CLOs may have less risk than loans(05:29) - The default outlook(07:43) - How credit rating downgrades can impact CLO cashflows(09:28) - Why cashflow diversions have been...2023-07-0624 minStreaming Income - A Podcast from BaringsThree Opportunities in Private Equity & Real AssetsHead 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:(01:40) – 3 themes to watch – the denominator effect, valuations & inflation(08:53) – Opportunity #1: Emerging Managers – what history tells about emerging, women & diverse managers(17:41) – Opportunity #2: Continuation Vehicles – understanding the attraction(24:22) – Opportunity #3: Real Assets 2.0 – defining it and understanding the opportunity(28:45) – Considerations for investors managing a private equity allocation Related content:Don’t Judge a Fund...2023-06-1532 minStreaming Income - A Podcast from BaringsCoastal Marinas: Charting a Course for GrowthHead 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 with them along the way.Episode Segments:(02:02) – Zayd Hammam’s background in special situations investing(04:56) – The skillset needed to invest in bespoke opportunities (06:40) – The multi-decade opportunity in owning & operating marinas(08:12) – The challenges in managing growth(09:02) – Choosing a partner to finance the growth of Coastal M...2023-05-3029 minStreaming Income - A Podcast from BaringsPutting Today's Fixed Income Markets in ContextHead 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 fundamentals look from the bottom up(07:19) - How the banking crisis is impacting fixed income markets(12:53) - Sectors that look vulnerable in a recession(16:15) - Are sell-side default forecasts too pessimistic?(19:37) - The potential impact of credit rating downgrades(22:56) - How cash stacks up...2023-05-0335 minStreaming Income - A Podcast from BaringsThree Opportunities in Private Assets Amidst VolatilityHead 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 European direct lending. Episode Segments:(2:11) – John’s role at Barings and the investment universe he focuses on (4:00) – Sizing up the impact of the banking crisis & why Europe looks well-positioned(10:38) – The current opportunity in U.S. construction lending(17:02) – The attraction of European direct lending today(22:25) – Opportunities to help bank...2023-04-1232 min
Good Dirt: Conversations with Leaders in Real Estate & BeyondMaureen Joyce – BaringsMaureen Joyce is Managing Director and Head of U.S. Real Estate Equity Asset Management for Barings Real Estate, the real estate platform of global investment manager and MassMutual subsidiary Barings ($347+ billion AUM). Maureen is responsible for the investment performance and strategic direction of all real estate equity assets across all U.S. mandates and serves on the Barings Real Estate U.S. Private Equity Investment Committee. Prior to joining the firm in 2021, Maureen served as the Head of Asset Management & Separate Accounts at AEW, where she was responsible for asset management, financial reporting and accounting as well as...2023-03-131h 07Streaming Income - A Podcast from BaringsPrivate Debt: Past, Present & FutureIn 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 like today, and where we go next. Episode Segments:(02:00) – David’s career path and role at Mercer(05:23) – How private debt markets have evolved over 30+ years(07:59) – The “five P’s” of manager selection(10:23) – Achieving diversification in private credit(12:15) – The art and science of valuations in private markets2023-03-0135 minStreaming Income - A Podcast from BaringsReal Estate Debt: Headwinds and TailwindsHead 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 debt(04:41) - Sizing up transaction activity(06:40) - The coming reckoning in private asset valuations(08:43) - How a monetary policy pivot could impact the outlook(10:56) - The attraction of core-plus and opportunistic risk profiles(12:09) - The tailwinds supporting residential real estate(13:37) - A co...2023-02-0830 minStreaming Income - A Podcast from BaringsEmerging 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 markets debt. Episode Segments:(02:21) - Reasons to be optimistic about EM Debt in 2023(04:28) - The tug of war shaping global economic growth(07:15) - A multi-speed global economy in 2023(08:40) - Why inflation may fall faster than expected(14:40) - The EM rate picture and a potentially weaker dollar(18:49) - The outlook for credit vs. rates(20:04) - Assessing the...2023-01-2539 minStreaming Income - A Podcast from Barings2023 Global Real Estate OutlookBarings 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?(10:40) – “Hot” markets that may be at risk: Logistics, Residential, Life Science(20:20) – Is it a better time for Core, Value-Add, or Opportunistic?(30:37) – The current attraction of real estate debt(37:34) – Recent deals that the Barings teams in the U.S. & Europe have done(49:37) – The “haves” and “hav...2022-12-061h 01Streaming Income - A Podcast from BaringsFrom Distressed Debt to Capital Solutions: An Evolving LandscapeAs the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn't what it used to be. Bryan High discusses how structural changes in that space and others have led to an entirely new landscape for opportunistic capital. Episode Segments:(02:43) – The traditional distressed debt opportunity and how it’s changed(05:26) – The factors driving structural change in a competitive environment(07:44) – Where defaults may go from here(10:15) – The opportunities emerging for opportunistic capital(13:06) – From direct lending, to pharma ro...2022-11-0935 minStreaming Income - A Podcast from BaringsU.S. Commercial Real Estate: A Time for Fear or Greed?As negative headlines come fast and furious, commercial real estate investors are faced with a question: Is now a time to get defensive, be opportunistic, or prepare for the worst? Learn why Co-Head of U.S. Real Estate, John Ockerbloom says the answer is 'yes' - all of the above.Episode Segments:(02:33) - Do market conditions on the ground match the negative headlines?(05:07) - A market still in price discovery mode(08:19) - The inherent defensiveness of real estate debt(12:11) - Where opportunities are today in residential...2022-10-0540 minStreaming Income - A Podcast from BaringsThe I's of the Storm: Interest Rates, Inflation & the IMFCould the market be wrong on inflation? Is China more of a drag on the global economy than commonly perceived? And how can investors navigate this extremely difficult macro backdrop? Ricardo Adrogue answers these questions and more in the latest episode of Streaming Income.Episode Segments:(01:45) - The three major headwinds facing emerging markets (04:09) - How the market could be wrong on inflation(11:02) - Managing portfolios through macro uncertainty(14:16) - The strong USD, and currencies as alpha providers(21:12) - Countries and...2022-09-2135 minStreaming Income - A Podcast from BaringsHigh Yield: When Volatility Creates OpportunityInvestors are back at their desks and volatility has returned with them. How can they navigate an environment characterized by rising rates and decades-high inflation? Scott Roth and Adrienne Butler answer this question and more in the latest episode of Streaming Income.Episode Segments:(01:10) - What's been surprising about the recent bout of volatility(03:32) - What the biggest challenge in managing HY portfolios has been this year(06:10) - How inflation in impacting high yield issuers(08:10) - How rising rates are changing the CLO...2022-09-0737 minStreaming Income - A Podcast from BaringsPrivate Equity 2.0 - Finding Tomorrow's Opportunities TodayMina Pacheco Nazemi joined the Streaming Income podcast to discuss where she and the Barings team are seeing the most compelling opportunities in private equity - including among emerging managers, women & diverse managers, and in unique structures like continuation vehicles.Episode Segments:03:15 - The big trends driving today's private equity market06:48 - How private equity is positioned against inflation and rising rates08:57 - The case for emerging managers in today's environment13:25 - The factors that differentiate private equity managers17:19 - Investing...2022-06-2234 minStreaming Income - A Podcast from BaringsThe Growing Opportunity in UK & European Residential Real EstateBen Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European residential real estate—from diversification and income generation to potential inflation protection.Episode Segments:02:35 - Sizing up the residential real estate market opportunity05:43 - How institutional investing has developed in this market07:51 - The factors driving increased investment in residential real estate10:08 - The opportunity to achieve diversification in this market segment11:38 - How supply/demand dynamics are driving opportunities in th...2022-06-2224 minStreaming Income - A Podcast from BaringsCLOs: Finding Value in Turbulent MarketsCo-Head of Structured Credit, Melissa Ricco discusses the current state of the collateralized loan obligation (CLO) market. She provides insight into the year-to-date performance of the asset class, the current credit quality picture, and what risks the team is monitoring.Episode Segments02:55 - How CLOs have weathered this year's market volatility04:20 - What can be learned from past periods of market stress08:51 - Today's credit quality picture vs. the early-pandemic period11:37 - Understanding the CLO investor base15:36 - Where Melissa and team are finding...2022-05-0422 minStreaming Income - A Podcast from BaringsCan Private Assets Provide Shelter From the Storm?Head of Private Multi-Strategy Investing, John McNichols discusses how private asset portfolios can be constructed to help investors achieve diversification and manage risks from inflation and rising rates to geopolitical conflict.Episode Segments05:45 - Ways to achieve diversification in private asset portfolios09:33 - How the macro environment has impacted the illiquidity premium12:15 - Assessing the default picture 16:15 - Private asset solutions to the inflation conundrum18:09 - Relative value opportunities in private assets23:29 - The role origination plays in constructing private asset portfolios2022-04-2041 minStreaming Income - A Podcast from BaringsPowering the Transition to Renewable EnergyHead of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.Episode segments:03:50 - Understanding the magnitude of the energy transition ahead05:51 - The resource intensity of building a renewable-energy-based power grid07:50 - The technologies powering the transition15:28 - Energy security and the long-term impact of the Russia-Ukraine conflict17:50...2022-03-2229 minStreaming Income - A Podcast from BaringsWhere Asset Management Goes NextBarings Chairman & CEO, Mike Freno, discusses opportunities and challenges ahead for the asset management industry including what's next on the ESG and DE&I fronts, why private assets may continue to grow, and how investments in technology are critical for long-term success. Episode segments:02:45 — What's surprised Mike the most 15 months into his role as Chairman & CEO06:02 — The evolution of asset manager partnerships with institutional investors08:22 — How the ESG landscape may further develop in the years ahead10:09 — Attracting and retaining diverse talent in the asset management industry13...2022-03-0823 minStreaming Income - A Podcast from BaringsCombatting Higher Rates & Inflation in Liquid Credit PortfoliosHow can fixed income investors navigate a backdrop of rising rates and high inflation? Head of Public Fixed Income, Martin Horne, compares today's market with past cycles and discusses ways to potentially mitigate risk including short duration strategies and floating-rate assets.Episode segments:02:34 — The macro backdrop for fixed income markets09:24 — Are higher rates and inflation already priced in?14:34 — Assessing the fundamental strength of credit issuers19:19 — Strategies for navigating higher rates and inflation 28:31 — What to watch in the next 12-24 monthsIMPORTAN...2022-02-1631 minStreaming Income - A Podcast from BaringsCommercial Real Estate for Insurance InvestorsInsurance investors are increasingly turning to real estate debt and equity investments to generate income and to combat the impact of inflation. Ann Bryant and John Ockerbloom discuss the factors that insurance investors need to consider when allocating to the asset class.Episode segments:02:25 — The fundamental backdrop for real estate markets06:10 — The role of real estate in insurance portfolios08:40 — How insurance investors access the asset class11:17 — When to sell real estate investments12:48 — Understanding the various risk/return profiles in real estate17:59 — Real estate alloc...2022-02-0838 minStreaming Income - A Podcast from BaringsEM Debt in 2022: China, COVID & Central BanksWhat lies ahead for EM debt markets in 2022? Risks include higher rates and inflation as well as uncertainties surrounding China and the path of the pandemic. But with defaults still low and spreads wide by historical standards, opportunities look likely to arise. Episode segments:02:17 - What drove EM debt markets in 202105:16 - The state of the pandemic in EMs07:03 - China's impact on the EM growth picture13:25 - Where the value lies today19:20 - The default picture and EM vs DM spreads26:44...2022-01-2030 min
A Brief CaseEP 51: The Man Who Bankrupted Barings Bank - Nick LeesonBarings bank was established in 1762. It was the United Kingdom's oldest merchant bank and at one point, was called 'the sixth great European power.Nick Leeson was a wunderkind.Everything he touched, everything he traded turned to gold. He didn't even pass his Math A'levels, yet he seemed to have an instinctive grasp of the market. He was eventually placed in charge of the Singapore branch of the Barings bank.About four years after Nick became the General Manager of the Singapore branch, Barings bank was sold for one British Pound. How did...2021-11-0220 minStreaming Income - A Podcast from BaringsEuropean Real Estate: Finding & Creating Value TodayPortfolio manager, Rory Allan, joins Streaming Income to discuss the health of European real estate markets today, where the team is currently seeing--and creating--the most value, and how ESG considerations are continuing to change the investment landscape.Episode Segments:02:55 — Barings Real Estate's investment and ESG philosophies07:23 — Assessing the fundamental health of today's market12:33 — The structural growth outlook for logistics assets18:23 — Opportunities in multifamily and student accommodations23:51 — Changing tenant demands in the office space27:52 — Going beyond the "E" in ESGIMPORTA...2021-10-0636 minStreaming Income - A Podcast from BaringsHigh Yield: Why Fundamentals May Be Stronger Than You ThinkBarings’ David Mihalick and Chris Sawyer assess the health of the global high yield bond and loan markets against a backdrop of COVID uncertainty, potentially higher rates and an ever-increasing focus on ESG.Episode Segments:04:45 — How healthy are U.S. and European high yield issuers?12:30 — The latest on COVID-impacted sectors17:06 — Preparing for potentially higher interest rates24:25 — Pockets of value across the credit spectrum29:50 — Is the focus on ESG in high yield working?35:22 — What investors need to watch in the months aheadI...2021-09-0839 minStreaming Income - A Podcast from BaringsEM Debt: Assessing the Impact of China’s CrackdownsOmotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.Episode Segments:02:50 — The scope of China's recent regulatory crackdowns 13:25 — The motivations behind the changes16:53 — China's corporate debt market in perspective20:29 — Sectors that may be vulnerable23:17 — A buying opportunity?28:15 — Underwriting the risks IMPORTANT INFORMATIONAny forecasts in t...2021-08-0533 minStreaming Income - A Podcast from BaringsEM Debt: How ESG & Economics Are Shaping the OutlookRicardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rates to inflation. They explain why ESG factors are so critical to sustaining long-term growth and performance in these markets.Episode Segments:04:13 — What's driven EMD markets so far this year10:30 — Analyzing the impact of the pandemic on EMs16:33 — Why economic growth may surprise to the upside26:06 — The role ESG factors play in sustainable growth34:06 — The ESG challenges that EMs present37:59...2021-06-0946 minStreaming Income - A Podcast from BaringsESG in High Yield: Three Challenges Facing Managers TodayHigh yield portfolio manager, Gareth Hall, provides insight into three ESG challenges facing high yield managers today—from influencing company behavior as debt holders, to measuring carbon emissions and advocating for their reduction, to solving for data limitations.Episode Segments:04:04 — Gareth's background and role at Barings06:30 — How fixed income investors can influence company behavior14:42 — Calculating carbon emissions and advocating for their reduction21:48 — Solving for ESG data limitations in high yield26:13 — The current state of industry collaboration on ESG initiatives27:52 — What ESG developments may be ahead f...2021-05-1932 minStreaming Income - A Podcast from BaringsCLOs: What's Driving the Opportunity Today?Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward.Episode Segments:03:20 — How CLOs weathered the 2020 pandemic volatility05:34 — Managing CLO portfolios through the COVID period08:52 — The outlook for structured credit heading into 202111:34 — Where we are today on default and downgrade risk13:57 — The factors behind the boom in CLO supply20:03 — Why secondary deals ma...2021-04-2136 min
Streaming Income - A Podcast from BaringsU.S. Real Estate: Why the Life Sciences Market is FlourishingThe Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.
Episode Segments
04:17 — What's driving tenant and investor demand for Life Sciences
06:45 — Identifying current and future Life Sciences hot spots
10:02 — How COVID-19 has impacted demand for space
12:56 — Finding value up and down the capital structure
19:11 — The specialized nature of Life Science properties
26:33 — Understanding the competitive backdrop
32:42 — Thinking about ESG from a Life Sciences perspective
35:50 — Cl...2021-03-1741 min
Streaming Income - A Podcast from BaringsDistressed Debt: The Opportunities Surfacing in COVID's WakeBarings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
Episode Segments:
5:50 – Flattening the default curve
8:02 – Relative value between the U.S. and Europe
15:10 – Competition and putting capital to work
20:15 – Leveraging the broader Barings’ platform to source and price transactions
22:58 – Control, non-control and rescue financing
25:50 – Is a material default cycle a necessity?
27:56 – Where LP interest in distressed debt is coming from today
30:58 – What to watch for in the months and years ahead
IMPORTANT INFORMATION
...2021-02-1735 min
Streaming Income - A Podcast from BaringsEM Debt: Where is the Value Today?Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and fluctuating currencies may influence the picture, and the increasing role that ESG is playing in identifying winners and losers.
Episode Segments:
03:15 -- How the pandemic played out in EMs in 2020
05:45 -- Comparing EM and DM valuations
11:23 -- How the pandemic may impact EMs in 2021
16:15 -- Analyzing EM debt in a virtual world
18:22 -- How political discord in the U.S. and beyond impacts the outlook
20:49 -- What to watch with interest rates and currencies
24:49 -- The ESG factors th...2021-01-2135 min
Streaming Income - A Podcast from BaringsReal Estate Debt: Europe’s Developing OpportunityBarings Real Estate’s Sam Mellor describes the trends underpinning the structural growth of real estate debt in Europe, and compares and contrasts the asset class with other public and private fixed income alternatives.
Episode Segments:
05:27 – The development of RE debt as an institutional asset class in Europe
07:40 – The parallels between direct lending and RE debt
09:48 – Where RE debt fits on the fixed income risk/return spectrum
14:24 – Assessing the default picture
15:09 – The increasingly prominent role of ESG in RE debt investing
18:23 – The pandemic’s impact, sector by sector
21:57 – The impact of bank disintermediation on the RE debt markets
24:09 – How COVID-19 is impacting the pri...2020-10-2834 min
Streaming Income - A Podcast from BaringsHigh Yield: Bridging the Gap to a Post-COVID WorldWhat lies ahead for high yield markets? Head of Global Public Fixed Income, Martin Horne weighs in on what the bifurcated asset price recovery, record issuance levels and falling default expectations imply for high yield markets in the months ahead.
Episode Segments
04:40 – How high yield markets have performed through the pandemic
10:14 – What record bond issuance means for high yield issuers
16:00 – How the default cycle may have less bite than feared
18:32 – Navigating macro risks from politics to the pandemic
23:05 – Investing in a bifurcated market
28:26 – Tackling the headline-driven market with a flexible approach
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings...2020-10-1434 min
Streaming Income - A Podcast from BaringsESG in Equities: Not All Approaches are Created EqualDr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how the three key principles of integration, dynamism and active engagement contribute to better outcomes.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go do...2020-09-3036 min
Streaming Income - A Podcast from BaringsCan EM Issuers Pay Their Debt—And Will They?Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go...2020-09-1633 min
Streaming Income - A Podcast from BaringsSeason 2 Wrap-UpThat’s a wrap on Season 2! In the final episode of the season, we reveal what the Top-3 most listened-to episodes were, and provide a preview of what lies ahead for Season 3.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guar...2020-08-0406 min
Streaming Income - A Podcast from BaringsInvestor Series: Private Assets for InsurersInsurance investors face unique challenges in any environment but especially against today’s backdrop of continued low rates and a global economic slowdown. Barings’ Ann Bryant and Eric Lloyd discuss strategies for incorporating private assets as part of the solution.
05:25 – Challenges that are specific to insurance investors
08:43 – The evolving private asset landscape
13:55 – How risk-based capital charges impact allocation decisions
19:53 – How managers are conducting due diligence during the pandemic
23:13 – Constructing a strategic allocation to private assets
26:25 – Where there are tactical opportunities in private assets today
29:30 – The outlook for originating private assets in a post-COVID world
32:25 – Navigating the private asset landscape in the months and years...2020-07-3037 min
Streaming Income - A Podcast from BaringsEuropean Real Estate: Where the Opportunities are TodayBarings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights where the team is finding and creating value today.
3:03 – What life has been like in Milan throughout the pandemic
8:10 – Understanding the investible European real estate universe
10:01 – How COVID-19 has changed the competitive landscape
15:10 – Where opportunities will likely arise, short-term and long-term
21:54 – Assessing tenants' business models and rent sustainability
23:56 – The increasing focus on ESG
26:08 – Thoughts on navigating the months and years ahead
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and ar...2020-07-0129 min
Streaming Income - A Podcast from BaringsESG in Fixed Income: Progress Over PerfectionFixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.
Episode Segments
04:30 – Why fixed income has been slower to adopt ESG
07:04 – The pro’s and con’s of third-party ESG data
13:01 – Integrating ESG factors into credit analysis
22:36 – Materiality and why not all ESG risks are equal
24:00 – Active engagement: Fixed income vs. equities
30:52 – Active vs. passive management from an ESG perspective
34:04 – Holding ourselves accountable
36:20 – What lies ahead for investors?
Any forecasts in this podcast ar...2020-06-1739 min
Streaming Income - A Podcast from BaringsEM Debt: Downturns, Defaults & Diamonds in the RoughBarings’ Omotunde Lawal and Cem Karacadag explain how COVID-19 is impacting the economies of emerging markets, and how lower oil prices and loose monetary policies may influence the future default picture.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST...2020-05-2038 min
Streaming Income - A Podcast from BaringsFact-finding & Fortune-telling in U.S. Real EstateBarings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and...2020-04-2840 min
Streaming Income - A Podcast from BaringsEquities: Finding Long-term Growth Amid Current VolatilityBarings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the short- and long-term impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well...2020-04-2230 min
Streaming Income - A Podcast from BaringsA Traders’ View on How Fixed Income Markets are OperatingDr. Christopher Smart hosts a conversation with Barings’ senior traders, Steve DiVittorio and Rishi Kapur on the mechanics of how fixed income markets are functioning in the current crisis, how that compares to past periods of extreme volatility, and what opportunities may result.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income gene...2020-04-1628 min
Streaming Income - A Podcast from BaringsEM Debt: When Prices Decouple from FundamentalsDr. Ricardo Adrogué discusses how the global pandemic has impacted emerging markets, including implications for sovereign and corporate debt markets, as well as interest rates and currencies.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NEC...2020-04-0124 min
Streaming Income - A Podcast from BaringsHigh Yield: Navigating COVID-19Barings’ Martin Horne puts the recent volatility in high yield markets into context and describes how the Barings team is both managing risks and finding value opportunities through the crisis.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERF...2020-03-3030 min
Streaming Income - A Podcast from BaringsDistressed Debt: Capturing Late-Cycle ValueBarings’ Stuart Mathieson and Bryan High discuss how recent macro events and credit market dynamics are impacting the outlook for distressed debt.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any...2020-03-0332 min
Streaming Income - A Podcast from BaringsIG Credit: The Hidden Risks of “Safe” Bond StrategiesTraditional investment grade bond strategies are meant to help their owners sleep at night. But hidden credit and interest rate risks make benchmark-hugging more hazardous than many realize. Counterintuitively, CLOs, ABS and EM debt may be part of the solution.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go do...2020-02-0529 min
Streaming Income - A Podcast from Barings2020: (2/2) Risks, Opportunities & PredictionsWhere can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings' leaders across high yield and investment grade credit, private credit, private equity and real estate.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as we...2019-12-0438 min
Streaming Income - A Podcast from Barings2020: (1/2) Risks, Opportunities & PredictionsIn Part 1 of our 2-part series, Barings' investment professionals touch on topics from politics to trade wars to economic growth—and offer their perspectives on why EM currencies, international equities and EM local debt might outperform in 2020.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up...2019-12-0442 min
Streaming Income - A Podcast from BaringsCLOs: Triple C's and Market UneaseTaryn Leonard and Melissa Ricco, Co-Heads of Barings’ Structured Credit Investment Team, discuss the recent loan market weakness, and how technical pressures are creating value opportunities in the CLO market.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERF...2019-11-2022 min
Streaming Income - A Podcast from BaringsDisruptive Technology: Keeping Pace With the Pace of ChangeBarings equity analysts, Matthew Ward and Colin Moar speak with Dr. Christopher Smart of the Barings Investment Institute about their recent whitepaper, “How Will Technological Disruption Strike Next?”
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NE...2019-11-0626 min
Streaming Income - A Podcast from BaringsEM Debt: Navigating the Geopolitical NoiseFrom the Middle East to China to Argentina, investors face no shortage of geopolitical risks and negative headlines. But is there still value to be found across emerging markets? Dr. Ricardo Adrogué weighs in.
02:15 – the state of the global economy
04:23 – China, trade wars and a reversal of globalization
07:10 – assessing risks in the Middle East
08:40 – Argentina – where we are & where we’re going
12:57 – EMD winners & losers
17:21 – factoring ESG into sovereign analysis
21:40 – value opportunities & final thoughts
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upo...2019-10-2325 min
Streaming Income - A Podcast from BaringsHigh Yield: Rates, Recessions and Relative ValueWhile there is no shortage of risks to consider in today’s high yield markets—from ESG to the end of the credit cycle—Barings’ Martin Horne describes how taking a contrarian approach can help investors uncover pockets of value.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as we...2019-10-0930 min
Streaming Income - A Podcast from BaringsEuropean Real Estate: Late-Cycle Value from Manchester to MunichCan value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guar...2019-09-0926 min
Streaming Income - A Podcast from BaringsSocial Impact: Changing Lives with CoffeeOn this special episode, we hear from Cemal Ezel, CEO & Founder of Change Please, a UK social enterprise that employs and trains members of the homeless community to become coffee baristas, and ultimately helps them to rebuild their lives.
Learn more about Barings Social Impact: www.barings.com/about-us/barings-social-impact
Learn more about Change Please: www.changeplease.org
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the fu...2019-08-2143 min
Streaming Income - A Podcast from BaringsDistressed Debt: How This Cycle May Be DifferentBarings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the significant growth in private credit and European high yield since the last cycle.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is n...2019-08-0723 min
Streaming Income - A Podcast from BaringsPrivate Equity: Where LPs Need to Do Their Homework NowFrom fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up a...2019-07-2426 min
Streaming Income - A Podcast from BaringsFixed Income: Looking Beyond the Index for Late-Cycle ValueHead of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, investment grade credit and emerging markets debt.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERF...2019-07-1028 min
Streaming Income - A Podcast from BaringsFinancing the Internet of Things—Live from Barings 360In this episode of Streaming Income recorded live on stage at the Barings 360 Private Markets Conference, Dr. Christopher Smart discusses his latest white paper.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FU...2019-05-2331 min
Charlotte Angel ConnectionCharlotte Angel Connection Episode 083: Brian Pope, Managing Director of Alternative Investments at BaringsBrian Pope is a Managing Direct for Barings Alternative Investments. Barings is a name you have heard more from over the last couple of years here in Charlotte. They have hosted the 1st and 2nd Southeast Fintech Venture Conference on the 26th Floor of the Barings building in downtown Charlotte. They have also been active in the community from a community service perspective. We are also seeing Barings more frequently in the business press as their employees are great resources for the local and national media.
Click here to listen.
All of that is great for Charlotte and Barings. We are fortunat...2019-04-2055 min
Speaking of StartupsCharlotte Angel Connection Episode 083: Brian Pope, Managing Director of Alternative Investments at BaringsBrian Pope is a Managing Direct for Barings Alternative Investments. Barings is a name you have heard more from over the last couple of years here in Charlotte. They have hosted the 1st and 2nd Southeast Fintech Venture Conference on the 26th Floor of the Barings building in downtown Charlotte. They have also been active in the community from a community service perspective. We are also seeing Barings more frequently in the business press as their employees are great resources for the local and national media.
Click here to listen.
All of that is great for Charlotte and Barings. We are fortunat...2019-04-2055 min
Streaming Income - A Podcast from BaringsHigh Yield Bonds & Loans: Where to Next?High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors factor in risks ranging from possible recession, to ratings downgrades, to liquidity concerns? Barings’ David Mihalick weighs in.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as w...2019-04-1626 min
Streaming Income - A Podcast from BaringsIntangible Assets: A Source of Uncorrelated Income?In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role these assets are playing in diversified portfolios through a real-world example in the pharma royalty space.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as wel...2019-04-0327 min
Streaming Income - A Podcast from BaringsPrivate Equity: Emerging, Women & Diverse ManagersAmid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is n...2019-03-1827 min
Streaming Income - A Podcast from BaringsEM Debt: A Brightening Picture?After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, p...2019-02-1926 min
Streaming Income - A Podcast from BaringsInvestment Grade Credit—Rates, BBBs and ABSIG investors today are grappling with mixed signals from the yield curve, a bulging BBB-rated universe and the continued expansion of ABS markets. David Nagle, a 30+ year veteran of fixed income markets helps to put today’s most recent developments in perspective.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may...2019-01-2122 min
Streaming Income - A Podcast from BaringsCLOs & Leveraged Loans—Perception vs. RealityLeveraged loans and collateralized loan obligations (CLOs) are back in the headlines with the market’s recent bout of volatility. How prepared are these credit instruments to weather the next economic storm? Barings’ Matthew Natcharian and Adrienne Butler weigh in.
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down a...2019-01-2124 min
Streaming Income - A Podcast from BaringsClimbing High Yield’s Wall of WorryGlobal high yield markets face a number of risks, from trade wars to rising rates. Yet, these markets have continued to scale such a ‘wall of worry’ for the last decade. Should we expect more of the same, or are we nearing a turning point in the cycle?
Read the conversation here: https://barin.gs/2Cck5gL
IMPORTANT INFORMATION
Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or lik...2018-10-1723 min