Streaming Income - A Podcast from Barings

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/ea...

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 – Bui...

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. Episode Segments: (02:18) – Who is Barings today? (05:04) – How Barings’ ownership model allows for a long-term focus and alignment of interests (10:15) – Growth in the Middle East...

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 G...

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 invest...

What's driving the impressive growth in perpetual BDCs? How might lower interest rates impact the space? And how can investors best assess credit risk and fee structures across the BDC universe? Joe Mazzoli joins the #StreamingIncome podcast to answer these questions and more. Episode Segments: (03:24) - Understanding the different types of BDCs (05:17) - What's driving growth in perpetual BDCs (0...

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 Barings 03:01 – How the “Sell America” trade is impacting hig...

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...

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 i...

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 strat...

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 retur...

Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors. Episode Segments: (03:17) – What’s driving the blurring of lines between public & private credit? (09:47) – The ebb and flow between the public and private loan markets (14:22) – What happens when we hit an economic cycl...

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns. Episode Segments: (05:42) – How Barings defines Capital Solutions strategies (08:50) – Targeting a premium over direct lending th...

Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop. Episode Segments: (02:30) – Kelly’s background and role at Barings (05:18) – What market technicals are telling us about high yield (09:26) – Assessing issuer fundamentals against a noisy macro backdrop (15:32) – Liabilit...