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Could 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 marke…
 
Investors 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 vo…
 
Co-Heads of Global Private Finance, Adam Wheeler and Ian Fowler, describe how the economic backdrop is impacting the asset class, what assets look better-positioned heading into a potential recession and where opportunities may arise going forward. Episode Segments 2:56 - How the economic backdrop is impacting the outlook for the asset class 7:13 -…
 
Mina 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 m…
 
Ben 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 opportunity 05:43 - How institut…
 
How does today's inflation compare to history and how are higher CPI numbers impacting economic growth? What can central bankers do to combat inflation? And how can investors navigate this environment? Dr. Christopher Smart weighs in on these questions and more. Episode Segments 03:18 - Today's inflation in context 06:03 - How inflation impacts the…
 
Co-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 Segments 02:55 - How CLOs have weathered this year's market volatili…
 
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 Segments 05:45 - Ways to achieve diversification in private asset portfolios 09:33 - How the macro environment…
 
Head 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 …
 
Barings 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 hi…
 
How 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 markets…
 
Insurance 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 markets …
 
What 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 2021 05:16 - The state of the…
 
Climate change is already having material impacts on public and private asset classes across developed and emerging markets. A cross-asset panel of Barings investors discuss strategies for both mitigating risks and investing in the companies and assets that may thrive tomorrow. IMPORTANT INFORMATION Any forecasts in this podcast are based upon Bari…
 
Barings experts across public and private markets explore the outlook for the year ahead from both the "top-down" and "bottom-up," and weigh in on the key trends likely to shape opportunities in 2022 and beyond. IMPORTANT INFORMATION Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subje…
 
Barings' credit market experts weigh in on the future prospects for asset classes ranging from high yield and emerging markets debt to CLOs and private credit. From interest rates and inflation, to supply chains and COVID, the group discusses the risks and opportunities ahead. IMPORTANT INFORMATION Any forecasts in this podcast are based upon Barin…
 
Jon Bock, CFO of Barings BDC, describes the transformational development of BDCs as an asset class, explains the trends driving M&A in the space and sheds light on why the asset class continues to garner increased attention from investors. Episode Segments 4:30 — The role of BDCs in diversified portfolios 8:20 — BDCs grow up (or institutionalize) 1…
 
Portfolio 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 philosophies 07:23 — Ass…
 
Mark Wilton, a portfolio manager in Barings’ Global Private Finance Group, describes the competitive backdrop in European private credit, including what's driving manager outperformance and access to deal flow, as well the ever-increasing focus on ESG. Episode Segments: 02:43 — How the asset class has performed through COVID 05:42 — What's driving …
 
Barings’ 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 sectors 17:06 — Preparin…
 
As investors return from the beach to their screens (if not offices), Christopher Smart updates us on the macro risks facing markets in the back half of the year—from the Delta variant and inflation concerns, to the U.S. infrastructure package and shifting political world order. Episode Segments: 03:34 - The economic impact of the Delta variant 10:…
 
Omotunde 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 motivati…
 
Aaron Gillespie, portfolio manager in Barings Global Private Finance group sheds light on the evolving landscape for analyzing and incorporating ESG factors into private credit investing, including recent innovations like sustainability-linked loan agreements. Episode Segments: 04:11 – What ‘private credit’ means at Barings 05:57 – How ESG analysis…
 
Ricardo 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 year 10:30…
 
High 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 Barings 06:30 — How fix…
 
Barings’ Jon Bock hosts a cinema-themed roundtable discussion with leading CIOs and investors in the private credit markets covering the asset class’ recent performance, the current challenges facing LPs and GPs, and how to prepare for what’s next. Episode Segments: 03:04 — Meeting the panelists (and a trip to the movies) 09:09 — The dynamics shapi…
 
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 volatility 05:34 — M…
 
Barings' Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months. Episode Segments: 03:56 - Barings' presence in European private credit markets 05:00 - The strong resurgence in deal activity 07:43 - The struggles of cyclical…
 
The 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 Segments04:17 — What's driving tenant and investor demand for Lif…
 
From interest rates and inflation to government stimulus and multi-speed recoveries, Dr. Christopher Smart tells us what we know today—and what we still need to find out—about the global economy’s comeback from COVID-19.Episode Segments:04:55 -- Factor 1: Interest rates & Inflation11:23 -- Factor 2: The U.S. stimulus package16:10 -- Factor 3: Europ…
 
Barings’ 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 curve8:02 – Relative value between the U.S. and Europ…
 
Barings' Ian Fowler discusses the current state of the North American private credit market, including insights into deal activity, pricing, and how the Barings team is investing through the pandemic. Episode Segments: 03:40 -- How Ian & team have navigated the COVID disruption 06:00 -- The surprisingly strong bounceback in deal activity 09:36 -- T…
 
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 202005:45 -…
 
Listen as Barings' portfolio managers and investment professionals discuss the cyclical and structural trends expected to shape public and private markets in 2021 & beyond.Episode Segments:03:15 – What happens when governments take their foot off the stimulus pedal04:28 – The outlook for defaults and bankruptcies in 202108:45 –- Whether or not tech…
 
Barings’ Jon Bock weighs in on the current dynamics driving today’s private credit markets from deal activity, to leverage metrics, to spread levels, and discusses the pro’s and con’s of investment structures from public and private BDCs to commingled funds.Episode Segments:07:20 -- How spreads and leverage levels have changed in the pandemic12:20 …
 
Barings 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 Europe07:40 – The parallels between direct l…
 
What 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 Segments04:40 – How high yield markets have performed through the pandemic10:14 – What record…
 
Dr. 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 INFORMATIONAny forecasts in this podcast are based upon Baring…
 
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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opini…
 
That’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 INFORMATIONAny 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 …
 
Insurance 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 investors08:43 – The evolving pr…
 
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.Episode Segments4:40 – Technicals, fundamentals and the road ahead for equity m…
 
Barings 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 pandemic8:10 – Understanding the investible European real estate universe10:01 – How COVID-19 has…
 
Fixed 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 Segments04:30 – Why fixed income has been slower to adopt ESG07:04 – T…
 
Co-Heads of Global Private Finance, Ian Fowler and Adam Wheeler describe the evolving conditions in the North American and European private credit markets and where opportunities may arise in the months and years ahead.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are…
 
Barings’ 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to ch…
 
Barings’ 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and a…
 
Barings’ 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion o…
 
Dr. 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 INFORMATIONAny forecasts in this podcast are based upon Bar…
 
Dr. 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without n…
 
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