Global Infrastructure
In addition to potential downside protection, diversification, and enhanced yields, the “essentiality” of infrastructure debt underscores its appeal throughout the economic cycle—but a clear strategy is crucial to identifying the best relative value.
Intentional strategy has enabled a 0% loss track record
Work with partners to selectively invest in a growing universe
Access to opportunities across sectors, geographies & ratings
Ability to identify best relative value opportunities
Invest our own capital in most transactions
Align our interests with those of our clients
In this roundtable, Pieter Welman discusses how the combination of megatrends, improved competitive dynamics, and attractive yield potential is shaping a compelling opportunity in infrastructure debt today.
In addition to infrastructure debt’s defensive nature, diversification benefits and potential to offer compelling risk-adjusted returns, infrastructure’s “essentiality” underscores its appeal throughout the economic cycle.
Orhan Sarayli, Head of North America on Barings' Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.
Projects built through public-private partnerships to meet a social need like hospitals or public housing
Towers, fiber-optic cable networks and data centers
Solar, wind, hydro or conventional power generation
Oil and refined product storage (including non-energy)
Toll roads, ports or airports
Distribution and transmission assets
Our dedicated infrastructure debt team harnesses the depth and breadth of a global platform to meet the needs of our clients. The team has invested over $18 billion since its inception in 2013.
