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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…
 
Barings’ 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without…
 
Barings’ Jon Bock discusses the recent Insights paper he authored, which describes the mistakes that investors continue to make when allocating to private credit—and, importantly, how to avoid them.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change wi…
 
Where 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at…
 
In 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the…
 
Taryn 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject t…
 
Barings 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change…
 
From 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 economy04:23 – China, trade wars and a reversal of globalization07:10 – assessing risks in the Middle East08:…
 
While 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation…
 
Can 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change …
 
On 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-impactLearn more about Change …
 
Barings’ 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation …
 
From 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of th…
 
Head 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 INFORMATIONAny forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without…
 
In 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 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 upon many fac…
 
Barings’ Ian Fowler weighs in on the supply/demand dynamics in the direct lending space and explains why looking at the middle market as one cohesive universe can be misleading.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, depende…
 
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