Post by Barings

Private Credit is garnering no shortage of headlines at the moment, but it can be difficult to distinguish signal from noise. Bryan High joins the Streaming Income podcast to put the recent period of volatility in perspective and provide a measured view on the risks (and opportunities) ahead. Listen or Watch Now: Barings: https://lnkd.in/eqPJmERJ YouTube: https://lnkd.in/e8tPXfeB Apple Podcasts: https://lnkd.in/evxTdGtW Spotify: https://lnkd.in/eNSPdHGf Episode timestamps: 01:25 – An overview of Barings’ Global Private Finance platform 04:22 – Putting the recent period of AI-induced volatility into context 07:45 – Underwriting AI risk in software investments 10:40 – 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 26:24 – 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 34:54 – Fundraising momentum 38:00 – What investors should watch over the next 12 months

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