Streaming Income - A Podcast from Barings

Barings
  • 4.9 (47)
  • INVESTING
  • UPDATED BIWEEKLY

From high yield and private credit, to real estate and emerging markets, Streaming Income takes you beyond the headlines—providing insight into less efficient markets through conversations with the experts investing in them every day.

  1. JAN 28

    Connecting Capital to Opportunity - Barings CEO Mike Freno

    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. Key Themes: Long Term Partnership Mindset Freno explains how Barings’ ownership model enables true long term thinking and an alignment of interests with clients and partners — creating a foundation for durable, multi decade relationships. Innovative Client Partnerships Across the industry, partnerships are shifting away from transactional engagements to deeply aligned, long term strategic relationships. These collaborations — spanning sovereign wealth funds, insurance companies, pensions, and wealth investors — are driven by shared vision, innovative thinking, and mutually beneficial outcomes. Partnerships Unlocking Global Opportunities A global presence and an extensive network of relationships are crucial to identifying the best relative value opportunities for clients across regions and asset classes. These partnerships also form the foundation for originating unique, differentiated assets in areas like global real estate, direct lending, asset based finance, and more. 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 and partnering with like-minded sovereign wealth investors (13:28) – Innovative multi-asset partnerships with pension funds globally (16:34) – Where alts manager / insurance partnerships go next (23:29) – Increasing access to Barings’ capabilities to the wealth channel globally (27:06) – Insight into a global real estate platform built to identify value and source unique assets (31:34) – Assessing the health of the direct lending market and the global opportunity for investors (36:06) – The growth in asset-based finance (ABF) and why origination is so critical (40:34) – Solving problems for investors and borrowers in portfolio finance (41:58) – What sets Barings apart (Hint: think culture & team) Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 26-5153115

    44 min

  2. 12/01/2025

    2026 Outlook: Global Real Estate (Live from Barings 360)

    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 Estate Moderated by Co-Head of Global Investments, David Mihalick Episode Segments: (01:00) – Introductions (03:30) – The fundamental backdrop for RE debt (08:55) – The European landscape (11:40) – Opportunities in US equity (15:20) – How APAC real estate stacks up today (20:42) – Why 2026 may be a “stock pickers” market (24:47) – Zooming in on the office sector (29:16) – Demographics as a structural driver (32:35) – Areas of opportunity in APAC (35:24) – Opportunities across sectors & risk profiles (40:49) – Affordability & the cost of development (43:30) – Bold predictions for 2026 Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-5011565

    49 min

  3. 11/26/2025

    Live from Barings 360: Malcolm Gladwell, Mike Freno & More

    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 Gladwell on AI, private markets, tipping points and storytelling (18:54) - Co-Head of Global Investments, David Mihalick on growth in private markets, private IG, & more (27:38) - Head of Real Estate Client Portfolio Management, Greg Eudicone on RE debt vs. RE equity, and why 2026 may be a 'stock pickers' market Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-5019876

    36 min

  4. 11/19/2025

    2026 Global Private Credit Outlook

    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 2026 Panelists: Orla Walsh – Head of Europe Private Credit Portfolio Management Jim Moore – Head of Asset-Based Finance Dadong Yan – Head of Portfolio Finance Episode Segments: (01:47) – 3 trends shaping the landscape for private credit (05:30) – Assessing risks in private credit today (07:57) – Deal pricing and structuring dynamics (10:12) – Private credit’s runway for growth (12:41) – Regional divergences & the impact of tariffs (19:29) – Defining private asset-based finance (23:22) – How macroeconomic trends & divergences are shaping the landscape (29:53) – Jim’s bold prediction for ABF in 2026 (34:02) – Defining portfolio finance and why it’s gaining traction (40:40) – Key risks facing the market (44:17) – Misconceptions around the market (47:39) – Dadong’s bold prediction for portfolio finance in 2026 Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-4971702

    54 min

  5. 11/12/2025

    2026 Global Fixed Income Outlook

    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 ahead Panelists: Brian Pacheco – Global High Yield Adrienne Butler – Global CLOs Charles Sanford – Investment Grade Credit Cem Karacadag – Sovereign Debt & Currencies Episode Segments: (01:01) – 3 macro trends shaping the landscape for fixed income (03:50) – The case for staying invested in high yield in 2026 (07:09 – Potential risks to high yield (13:35) – Megatrends shaping the high yield landscape (15:10) – Brian’s bold prediction on high yield (17:09) – Why CLOs are at the center of credit market innovation (21:51) – Who is investing in CLOs and how that’s changing (26:08) – How lower rates may impact CLOs (28:32) – The ebb and flow of broadly syndicated loans vs private credit (29:56) – Adrienne’s bold prediction for 2026 (31:49) – Is Microsoft paper higher quality than the US government? (35:22) – Risks of AI capex to investment grade companies (39:17) – Opportunities in less-trafficked areas of IG (41:28) – Sizing up the opportunity in IG credit in 2026 (43:40) – Charles’ bold prediction of IG credit for 2026 (45:49) – Analyzing value in EM debt and currency markets (49:06) – EM spreads are tight… so what? (51:20) – Two value opportunities in EM (53:57) – Cem’s bold prediction for EM for 2026 Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-4957534

    59 min

  6. 10/22/2025

    Real Estate Debt: From Private Credit to Property-Backed Income

    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 investors are diversifying into real estate debt (12:14) – Quantifying the maturity wall and its potential impact on valuations (17:37) – How rates (and questions on central bank independence) are playing a role (22:08) – Sector lightning round: Construction lending, Multi-family, Industrial, Office, Data Centers (33:05) – Looking at real estate debt through a global lens (37:17) – The importance of scale in real estate debt (due to loan sizes) (39:15) – Trends to watch in 2026 Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-4898933

    41 min

  7. 10/08/2025

    The Current State of Play in BDCs

    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 impact of a two-speed economy (15:09) - Gauging credit risks and understanding fee structures (22:08) - What investors need to know about PIK (26:14) - How the M&A environment is shaping the outlook (31:33) - Sponsored vs. non-sponsored lending (33:52) - The intersection of asset-based finance and BDCs (35:44) - What next for BDCs - from regulatory change to AI Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights. 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 examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-4868307

    41 min

  8. 08/25/2025

    Infrastructure Debt: From Opaque to Opportunity

    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) – The role of institutional investors in financing infra growth (12:28) – Alternative managers & non-traditional approaches to funding growth (14:55) – Insurance, sovereign wealth, pensions… Who’s investing and why? (19:13) – Understanding the return profile across IG and HY infra debt (22:21) – Challenges from diversification and bucketing to transparency and benchmarking (25:40) – Infra CLOs and where innovation in the space goes 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 NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”). NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy. Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction. Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings’ consent. 25-4716609

    29 min
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Ratings & Reviews

4.9
out of 5
47 Ratings

About

From high yield and private credit, to real estate and emerging markets, Streaming Income takes you beyond the headlines—providing insight into less efficient markets through conversations with the experts investing in them every day.

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