Barings

Head of Public Fixed Income, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro backdrop with those faced in prior economic slowdowns.

Global Head of Public Markets, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro backdrop with those faced in prior economic slowdowns.


Putting Today's Fixed Income Markets in Context

Head of Public Fixed Income, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today's macro backdrop with those faced in prior economic slowdowns.


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

Streaming Income - A Podcast from Barings

Head of Consumer ABF, Yulia Alekseeva, sheds light on the fast-growing area of asset-backed finance. She provides an overview of the types of assets that comprise the ABF universe and the attributes – such as income and diversification – that are driving growth in the space. Episode Segments:(01:24)–Yulia’s background(04:22)–Defining ABF(07:32)–The assets that comprise the investible universe(12:59)–Why ABF is garnering so much attention&nbsp;(16:27)–The blurring lines between public &amp; private credit(26:57)–Opportunities in ABF(31:12)–Mitigating risks in the asset class 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. 25-4418233

Head of Consumer ABF, Yulia Alekseeva, sheds light on the fast-growing area of asset-backed finance. She provides an overview of the types of assets that comprise the ABF universe and the attributes – such as income and diversification – that are driving growth in the space.

Demystifying Asset-Backed Finance

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 the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs. Episode Segments:&nbsp;(03:02) – The early days of the CLO market(09:33) – How CLOs fared in the 2008 period(16:14) – The distinction between investing in 3rd party CLO tranches and originating CLOs(18:21) – A broadening investor base(23:22) – How the competitive landscape has evolved(25:18) – What’s next: Private credit, infra &amp; real estate CLOs(28:39) – The opportunity in CLOs today(30:16) – Lessons Adrienne has learned in 25+ years in CLO markets 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. 25-4378005

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 the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.

CLOs: Past, Present & Future

How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Streaming Income podcast to help parse signal from noise. Episode Segments(02:32) – Rates, tariffs, oil, growth &amp; what history tells us(09:09) – Is the risk-free rate really risk free?(10:48) – U.S exceptionalism or decadence?(11:52) – How shifting global alliances are shaping the investment picture(18:20) – Quantifying EM countries’ exposures to Trump’s policies (21:05) – Did 2024’s “low quality” rally leave credit spreads too tight?(25:56) – Why EM default risk looks lower in 2025(30:09) – The bull cases for EM sovereign &amp; local debt(33:18) – The books &amp; articles influencing Ricardo &amp; Cem’s thinking Books and Articles Mentioned in the Conversation:<ul><li><a href="https://a.co/d/fOTsjjr" rel="noopener noreferrer" target="_blank">Why Nations Fail (Acemoglu, Robinson)</a> </li><li><a href="https://a.co/d/d8p1Ypp" rel="noopener noreferrer" target="_blank">Hoover (Whyte)</a></li><li><a href="https://a.co/d/6rV2ekE" rel="noopener noreferrer" target="_blank">The Road to Character (Brooks)</a></li><li><a href="https://www.ft.com/content/13a830ce-071a-477f-864c-e499ce9e6065" rel="noopener noreferrer" target="_blank">Forget the US – Europe has successfully put tariffs on itself (Draghi)</a></li><li><a href="https://www.ft.com/content/4e3f1731-3d63-4b31-88ce-c3f5157d8170" rel="noopener noreferrer" target="_blank">The real threat to American prosperity (Acemoglu)</a> </li></ul> 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. 25-4265633

How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Streaming Income podcast to help parse signal from noise.

Emerging Markets Debt in a Trump 2.0 World

In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance. Episode Segments:(03:04) – Defining portfolio finance(04:23) – Where NAV lending fits in(06:11) – Core portfolio finance: Private credit, RE debt, secondaries &amp; GP financing(12:45) – The risk-return spectrum of portfolio finance strategies(17:53) – How the portfolio finance asset class has developed over time(19:50) – Accessing portfolio finance(22:55) – Generating alpha &amp; incremental yields vs. IG asset classes(28:41) – Where investors are bucketing portfolio finance(30:44) – How origination works in the asset class(33:37) – Understanding the competitive landscape in portfolio finance(38:24) – Final thoughts Viewpoints papers mentioned in the conversation:<ul><li>Surge of the Secondaries: <a href="https://www.barings.com/guest/perspectives/viewpoints/surge-of-the-secondaries-financing-growth-in-an-undercapitalized-industry" rel="noopener noreferrer" target="_blank">https://www.barings.com/guest/perspectives/viewpoints/surge-of-the-secondaries-financing-growth-in-an-undercapitalized-industry</a></li><li>Missing a $100+ Billion Annual Opportunity?: <a href="https://www.barings.com/guest/perspectives/viewpoints/portfolio-finance-missing-a-100-billion-annual-opportunity" rel="noopener noreferrer" target="_blank">https://www.barings.com/guest/perspectives/viewpoints/portfolio-finance-missing-a-100-billion-annual-opportunity</a></li></ul> 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. 24-4105175

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

Portfolio Finance: Private Markets’ Next Great Asset Class?

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 debate the prospects for middle market direct lending in the year ahead. Episode Segments:(02:43) – Misconceptions about direct lending(04:30) – The impact of Trump’s victory on private credit markets(07:20) – The outlook for M&amp;A activity across the globe (11:40) – The health of middle market issuers in a higher-for-longer environment(17:26) – Capital solutions opportunities outside of traditional middle market direct lending(18:50) – Private equity sponsor trends heading into 2025(22:28) – What pricing, terms, structures and documentation look like today globally(26:30) – Understanding the competitive backdrop and the impact of new entrants(31:21) – A conservative approach to APAC private credit (33:06) – Predictions (or Non-Predictions?) for 2025 Certain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein. 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. 24-4056498

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 debate the prospects for middle market direct lending in the year ahead.

2025 Outlook: Direct Lending

Barings Chairman &amp; CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the evolving asset management landscape and how Mike and the Barings team are positioning for growth ahead. Episode Segments:(01:16) – The benefits of being owned by a 175-year-old mutual insurance company(04:47) – Distinguishing between alternative asset manager business models(07:56) – How the Barings team has built a portfolio of capabilities to best serve its clients(11:28) – How Mike and team have integrated multiple acquisitions(14:21) – Overcoming the challenges of managing a global business(16:46) – The macro environment, structural shifts in asset management &amp; the role of banks(19:58) – How changing interest rates impact the opportunity set(21:29) – Opportunities across public &amp; private fixed income, real assets &amp; capital solutions(24:20) – Why having a broad presence across public and private markets is critical (26:53) – How private credit will perform through the next cycle(29:15) – The outlook for commercial real estate(32:21) – Innovating in credit markets and incubating new strategies(35:02) – Confident humility and understanding where you can be great(37:16) – Where Mike &amp; team are steering Barings for the next 5+ years(39:31) – Strategies and asset classes that Mike is currently excited about 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. 24-4054346

Barings Chairman &amp; CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the evolving asset management landscape and how Mike and the Barings team are positioning for growth ahead. 

A Fireside Chat with CEO Mike Freno & Ted Seides

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 global commercial real estate investments in the year ahead. Episode segments:(01:59) – What is the market wrong about?(03:39) – Revisiting last year’s predictions (06:20) – How Trump 2.0 may impact global real estate markets(13:40) – What 2025 may hold for real estate debt(17:00) – The outlook for European real estate markets(20:28) – The cyclical &amp; structural factors driving real estate in 2025(22:52) – Where the Barings team sees the most attractive opportunities globally(28:34) – Bold predictions for 2025 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. 24-4045901

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 global commercial real estate investments in the year ahead. 

Recent Episodes

SEASON 11