Streaming Income - A Podcast from Barings

Global Direct Lending: Navigating Volatility, Seizing Opportunity

10 Mar 2026

Contributed by Lukas

Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective. Episode Segments: (0...

Connecting Capital to Opportunity - Barings CEO Mike Freno

28 Jan 2026

Contributed by Lukas

In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and dee...

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

01 Dec 2025

Contributed by Lukas

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 A...

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

26 Nov 2025

Contributed by Lukas

Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations tha...

2026 Global Private Credit Outlook

19 Nov 2025

Contributed by Lukas

In this 2026 Outlook discussion, our experts across Direct Lending, Asset-Based Finance and Portfolio Finance cover:- Where they see value and how the...

2026 Global Fixed Income Outlook

12 Nov 2025

Contributed by Lukas

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...

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

22 Oct 2025

Contributed by Lukas

Head of US & European Real Estate Debt, Nasir Alamgir, joins Streaming Income to discuss why investors - especially those focused on private credi...

The Current State of Play in BDCs

08 Oct 2025

Contributed by Lukas

Barings' Joe Mazzoli sheds light on the factors currently shaping the landscape for business development companies (BDCs) - from the interest rates to...

Infrastructure Debt: From Opaque to Opportunity

25 Aug 2025

Contributed by Lukas

Orhan Sarayli, Head of North America for Barings' Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infra...

High Yield: Tariffs, Tensions & Tactical Shifts

30 Jul 2025

Contributed by Lukas

Head of Global High Yield, Scott Roth joins the Streaming Income podcast to discuss how tariffs and quickly shifting macro-economic and political dyna...

Understanding Global Direct Lending Markets

21 May 2025

Contributed by Lukas

Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Eu...

CLOs: Past, Present & Future

09 Apr 2025

Contributed by Lukas

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 ...

Emerging Markets Debt in a Trump 2.0 World

26 Feb 2025

Contributed by Lukas

How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Stre...

Portfolio Finance: Private Markets’ Next Great Asset Class?

08 Jan 2025

Contributed by Lukas

In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio F...

2025 Outlook: Direct Lending

10 Dec 2024

Contributed by Lukas

This episode is part of our 2025 Outlook series. Here our experts in private credit – across the U.S., Europe, and Asia Pacific – discuss and deba...

A Fireside Chat with CEO Mike Freno & Ted Seides

05 Dec 2024

Contributed by Lukas

Barings Chairman & CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the e...

2025 Outlook: Global Real Estate

27 Nov 2024

Contributed by Lukas

This episode is part of our 2025 Outlook series. Here, our experts across real estate debt and equity markets discuss and debate the prospects for glo...

2025 Outlook: Global Fixed Income

19 Nov 2024

Contributed by Lukas

This episode is part of our 2025 Outlook series. Here, our experts across high yield, emerging markets debt, and investment grade credit share how the...

Private Infrastructure Equity: The Overlooked Middle Market

13 Nov 2024

Contributed by Lukas

Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to...

The Blurring Lines Between Public & Private Credit Markets

09 Oct 2024

Contributed by Lukas

Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers,...

Demystifying Capital Solutions Strategies

17 Sep 2024

Contributed by Lukas

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institut...

High Yield Bonds: Assessing the Landscape Today

14 Aug 2024

Contributed by Lukas

Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroecon...

The Multi-Decade Opportunity in U.S. Residential Real Estate

31 Jul 2024

Contributed by Lukas

The U.S is experiencing a housing crisis driven by a lack of new supply and challenged affordability. But for investors providing the capital to moder...

EM Debt: The Improving Risk/Reward Dynamics

17 Jul 2024

Contributed by Lukas

Dr. Ricardo Adrogué joins the podcast to discuss why risks including those related to inflation, interest rates and EM elections are increasingly beh...

Growing Barings in Private Assets & Beyond

30 May 2024

Contributed by Lukas

Barings Chairman & CEO, Mike Freno, joins the podcast to discuss recent developments in the firm’s Global Private Finance platform, the strong m...

High Yield Bonds & Loans: Adapting to Changing Markets

24 Apr 2024

Contributed by Lukas

Against a backdrop of stickier-than-expected inflation, higher-for-longer rates, and persistent geopolitical risks, what is the outlook for high yield...

Is it Time for Fixed Income?

28 Feb 2024

Contributed by Lukas

Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fu...

BDCs: The Cyclical & Structural Outlook

15 Feb 2024

Contributed by Lukas

Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private cr...

Real Estate Debt: Why Now?

31 Jan 2024

Contributed by Lukas

While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors ...

Martello Re: Building a Reinsurer from the Ground Up

10 Jan 2024

Contributed by Lukas

Dennis Ho, CEO of Martello Re, sits down with Barings’ Colin Gordon to discuss the creation and rapid growth of Bermuda-based reinsurer Martello Re,...

Addressing the Affordable Housing Crisis

06 Dec 2023

Contributed by Lukas

Daron Tubian, Head of Affordable Housing Investments at Barings, sits down with Rich Roberts of Red Stone Equity Partners to discuss the housing affor...

2024 Global Real Estate Outlook

30 Nov 2023

Contributed by Lukas

How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the ye...

2024 Public Fixed Income Outlook

16 Nov 2023

Contributed by Lukas

From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of exp...

U.S. Real Estate Equity Today… & Tomorrow

07 Nov 2023

Contributed by Lukas

Is all the doom and gloom around commercial real estate warranted? Or are there still opportunities for savvy investors? Joe Gorin discusses this and ...

Assessing the Opportunities & Risks in High Yield Today

27 Sep 2023

Contributed by Lukas

With yields on bonds and loans near historical highs and the credit quality of the high yield market materially higher than in past cycles, investors ...

Infrastructure Debt: The Growing Attraction

09 Aug 2023

Contributed by Lukas

Orhan Sarayli, Head of North America on Barings' Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastr...

What Should We Do with All of this Office Space?

19 Jul 2023

Contributed by Lukas

From Wall Street economists to local taxi drivers, everyone is talking about the challenges facing U.S. office real estate. How big is the problem? Wh...

CLOs: Finding Attractive Value Today

06 Jul 2023

Contributed by Lukas

Co-Head of Structured Credit Investments, Melissa Ricco provides insight into the current dynamics driving the collateralized loan obligation market a...

Three Opportunities in Private Equity & Real Assets

15 Jun 2023

Contributed by Lukas

Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets,...

Coastal Marinas: Charting a Course for Growth

30 May 2023

Contributed by Lukas

Head of Capital Solutions, Bryan High, sat down with Zayd Hamman, Chairman of Coastal Marinas to discuss how the management team has built an impressi...

Putting Today's Fixed Income Markets in Context

03 May 2023

Contributed by Lukas

Head of Public Fixed Income, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro back...

Three Opportunities in Private Assets Amidst Volatility

12 Apr 2023

Contributed by Lukas

Head of Private Multi-Asset Investing, John McNichols describes how the recent banking crisis is impacting private markets and discusses where he and ...

Private Debt: Past, Present & Future

01 Mar 2023

Contributed by Lukas

In the first episode of our new Investing Together series, Mercer's Global Head of Private Debt, David Scopelliti joins Barings' David Mihalick to dis...

Real Estate Debt: Headwinds and Tailwinds

08 Feb 2023

Contributed by Lukas

Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook f...

Emerging Markets Debt: An Early Spring?

25 Jan 2023

Contributed by Lukas

Ricardo Adrogue, Head of Global Sovereign Debt and Currencies discusses the Barings' team's increasingly positive view on the outlook for emerging mar...

2023 Global Real Estate Outlook

06 Dec 2022

Contributed by Lukas

Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023. Episode Segm...

From Distressed Debt to Capital Solutions: An Evolving Landscape

09 Nov 2022

Contributed by Lukas

As the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn't what it used to be. Bryan...

U.S. Commercial Real Estate: A Time for Fear or Greed?

05 Oct 2022

Contributed by Lukas

As negative headlines come fast and furious, commercial real estate investors are faced with a question: Is now a time to get defensive, be opportunis...

The I's of the Storm: Interest Rates, Inflation & the IMF

21 Sep 2022

Contributed by Lukas

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 ext...

High Yield: When Volatility Creates Opportunity

07 Sep 2022

Contributed by Lukas

Investors are back at their desks and volatility has returned with them. How can they navigate an environment characterized by rising rates and decade...

Private Equity 2.0 - Finding Tomorrow's Opportunities Today

22 Jun 2022

Contributed by Lukas

Mina Pacheco Nazemi joined the Streaming Income podcast to discuss where she and the Barings team are seeing the most compelling opportunities in priv...

The Growing Opportunity in UK & European Residential Real Estate

22 Jun 2022

Contributed by Lukas

Ben Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European r...

CLOs: Finding Value in Turbulent Markets

04 May 2022

Contributed by Lukas

Co-Head of Structured Credit, Melissa Ricco discusses the current state of the collateralized loan obligation (CLO) market. She provides insight into ...

Can Private Assets Provide Shelter From the Storm?

20 Apr 2022

Contributed by Lukas

Head of Private Multi-Strategy Investing, John McNichols discusses how private asset portfolios can be constructed to help investors achieve diversifi...

Powering the Transition to Renewable Energy

22 Mar 2022

Contributed by Lukas

Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered ...

Where Asset Management Goes Next

08 Mar 2022

Contributed by Lukas

Barings Chairman & CEO, Mike Freno, discusses opportunities and challenges ahead for the asset management industry including what's next on the ES...

Combatting Higher Rates & Inflation in Liquid Credit Portfolios

16 Feb 2022

Contributed by Lukas

How can fixed income investors navigate a backdrop of rising rates and high inflation? Head of Public Fixed Income, Martin Horne, compares today's mar...

Commercial Real Estate for Insurance Investors

08 Feb 2022

Contributed by Lukas

Insurance investors are increasingly turning to real estate debt and equity investments to generate income and to combat the impact of inflation. Ann ...

EM Debt in 2022: China, COVID & Central Banks

20 Jan 2022

Contributed by Lukas

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 p...

European Real Estate: Finding & Creating Value Today

06 Oct 2021

Contributed by Lukas

Portfolio manager, Rory Allan, joins Streaming Income to discuss the health of European real estate markets today, where the team is currently seeing-...

High Yield: Why Fundamentals May Be Stronger Than You Think

08 Sep 2021

Contributed by Lukas

Barings’ David Mihalick and Chris Sawyer assess the health of the global high yield bond and loan markets against a backdrop of COVID uncertainty, p...

EM Debt: Assessing the Impact of China’s Crackdowns

05 Aug 2021

Contributed by Lukas

Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to...

EM Debt: How ESG & Economics Are Shaping the Outlook

09 Jun 2021

Contributed by Lukas

Ricardo Adrogue and Kawtar Ed-Dahmani see room for positive economic surprises in emerging markets despite concerns from COVID to higher interest rate...

ESG in High Yield: Three Challenges Facing Managers Today

19 May 2021

Contributed by Lukas

High yield portfolio manager, Gareth Hall, provides insight into three ESG challenges facing high yield managers today—from influencing company beha...

CLOs: What's Driving the Opportunity Today?

21 Apr 2021

Contributed by Lukas

Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why bo...

U.S. Real Estate: Why the Life Sciences Market is Flourishing

17 Mar 2021

Contributed by Lukas

The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Na...

Distressed Debt: The Opportunities Surfacing in COVID's Wake

17 Feb 2021

Contributed by Lukas

Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overvi...

EM Debt: Where is the Value Today?

21 Jan 2021

Contributed by Lukas

Barings’ Cem Karacadag discusses the outlook for emerging markets debt, including the uneven impact of the pandemic, how rising interest rates and f...

Real Estate Debt: Europe’s Developing Opportunity

28 Oct 2020

Contributed by Lukas

Barings Real Estate’s Sam Mellor describes the trends underpinning the structural growth of real estate debt in Europe, and compares and contrasts t...

High Yield: Bridging the Gap to a Post-COVID World

14 Oct 2020

Contributed by Lukas

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...

ESG in Equities: Not All Approaches are Created Equal

30 Sep 2020

Contributed by Lukas

Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investme...

Can EM Issuers Pay Their Debt—And Will They?

16 Sep 2020

Contributed by Lukas

Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adr...

Season 2 Wrap-Up

04 Aug 2020

Contributed by Lukas

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 wha...

Investor Series: Private Assets for Insurers

30 Jul 2020

Contributed by Lukas

Insurance investors face unique challenges in any environment but especially against today’s backdrop of continued low rates and a global economic s...

European Real Estate: Where the Opportunities are Today

01 Jul 2020

Contributed by Lukas

Barings Real Estate’s Valeria Falcone describes how COVID-19 has changed the competitive dynamics across European property markets, and highlights w...

ESG in Fixed Income: Progress Over Perfection

17 Jun 2020

Contributed by Lukas

Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fix...

EM Debt: Downturns, Defaults & Diamonds in the Rough

20 May 2020

Contributed by Lukas

Barings’ Omotunde Lawal and Cem Karacadag explain how COVID-19 is impacting the economies of emerging markets, and how lower oil prices and loose mo...

Fact-finding & Fortune-telling in U.S. Real Estate

28 Apr 2020

Contributed by Lukas

Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sec...

Equities: Finding Long-term Growth Amid Current Volatility

22 Apr 2020

Contributed by Lukas

Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the short- and long-term impacts of COVID-19, the opportunity for companies capitaliz...

A Traders’ View on How Fixed Income Markets are Operating

16 Apr 2020

Contributed by Lukas

Dr. Christopher Smart hosts a conversation with Barings’ senior traders, Steve DiVittorio and Rishi Kapur on the mechanics of how fixed income marke...

EM Debt: When Prices Decouple from Fundamentals

01 Apr 2020

Contributed by Lukas

Dr. Ricardo Adrogué discusses how the global pandemic has impacted emerging markets, including implications for sovereign and corporate debt markets,...

High Yield: Navigating COVID-19

30 Mar 2020

Contributed by Lukas

Barings’ Martin Horne puts the recent volatility in high yield markets into context and describes how the Barings team is both managing risks and fi...

Distressed Debt: Capturing Late-Cycle Value

03 Mar 2020

Contributed by Lukas

Barings’ Stuart Mathieson and Bryan High discuss how recent macro events and credit market dynamics are impacting the outlook for distressed debt. ...

IG Credit: The Hidden Risks of “Safe” Bond Strategies

05 Feb 2020

Contributed by Lukas

Traditional investment grade bond strategies are meant to help their owners sleep at night. But hidden credit and interest rate risks make benchmark-h...

2020: (2/2) Risks, Opportunities & Predictions

04 Dec 2019

Contributed by Lukas

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' l...

2020: (1/2) Risks, Opportunities & Predictions

04 Dec 2019

Contributed by Lukas

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 ...

CLOs: Triple C's and Market Unease

20 Nov 2019

Contributed by Lukas

Taryn Leonard and Melissa Ricco, Co-Heads of Barings’ Structured Credit Investment Team, discuss the recent loan market weakness, and how technical ...

Disruptive Technology: Keeping Pace With the Pace of Change

06 Nov 2019

Contributed by Lukas

Barings equity analysts, Matthew Ward and Colin Moar speak with Dr. Christopher Smart of the Barings Investment Institute about their recent whitepape...

EM Debt: Navigating the Geopolitical Noise

23 Oct 2019

Contributed by Lukas

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 fo...

High Yield: Rates, Recessions and Relative Value

09 Oct 2019

Contributed by Lukas

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 de...

European Real Estate: Late-Cycle Value from Manchester to Munich

09 Sep 2019

Contributed by Lukas

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 ...

Social Impact: Changing Lives with Coffee

21 Aug 2019

Contributed by Lukas

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 homele...

Distressed Debt: How This Cycle May Be Different

07 Aug 2019

Contributed by Lukas

Barings’ Stuart Mathieson and Bryan High discuss the outlook and competitive landscape for distressed debt and consider the implications of the sign...

Private Equity: Where LPs Need to Do Their Homework Now

24 Jul 2019

Contributed by Lukas

From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments....

Fixed Income: Looking Beyond the Index for Late-Cycle Value

10 Jul 2019

Contributed by Lukas

Head of Global Markets, Mike Freno, sheds light on how the Barings’ teams are finding value outside of traditional indexes across high yield, invest...

Financing the Internet of Things—Live from Barings 360

23 May 2019

Contributed by Lukas

In this episode of Streaming Income recorded live on stage at the Barings 360 Private Markets Conference, Dr. Christopher Smart discusses his latest w...

High Yield Bonds & Loans: Where to Next?

16 Apr 2019

Contributed by Lukas

High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors facto...

Intangible Assets: A Source of Uncorrelated Income?

03 Apr 2019

Contributed by Lukas

In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role thes...

Private Equity: Emerging, Women & Diverse Managers

18 Mar 2019

Contributed by Lukas

Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how a...

EM Debt: A Brightening Picture?

19 Feb 2019

Contributed by Lukas

After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to...