Global Direct Lending: Navigating Volatility, Seizing Opportunity

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 

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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. 

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