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

Episode Segments:
(01:25) – An overview of Barings’ Global Private Finance platform
(04:23) – Putting the recent period of AI-induced volatility into context
(07:45) – Underwriting AI risk in software investments
(10:41) – Could AI trigger the next credit cycle?
(13:21) – Building resilience into portfolios – including sectors to avoid
(17:28) – Why being global matters in direct lending
(19:50) – How retail flows are impacting the competitive landscape in North America
(23:53) – The structural value in European direct lending
(26:25) – The opportunity in developed APAC
(28:36) – Assessing value across the entire credit spectrum (public & private)
(32:05) – Capital Solutions as a complement to direct lending strategies
(34:55) – Fundraising momentum
(38:00) – What investors should watch over the next 12 months

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”).

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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

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Global Direct Lending: Navigating Volatility, Seizing Opportunity