Streaming Income - A Podcast from Barings

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 DebtAlex Gilbert – Co-CEO of Artemis, a Barings CompanyNick Pink – Head of European Real Estate Equity Mike Flynn – Head of Japan Real EstateModerated by Co-Head of Global Investments, David...

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...

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 2026Panelists:Orla Walsh – Head of Europe Private Credit Portfolio ManagementJim Moore – Head of Asset-Based FinanceDadong Yan –...

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 aheadPanelists:Brian Pacheco – Global High YieldAdrienne Butler – Global CLOsCharles Sanford –...

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...

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...

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) –...

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 Barings03:01 – How the “Sell America” trade is impacting high...

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...

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...