In the News

A turbulent market scenario may create opportunities, but as Barings’
investment team discusses here, they are staying disciplined and seeking to deliver value through this tricky period.

Orla Walsh, Head of Europe Direct Lending Portfolio Management, recently sat down with ausbiz’s Nadine Blayney to share her perspective on global private credit, outlining Barings’ investment focus, portfolio construction approach, and views on the growing opportunity set.

Mike Freno outlines the firm’s growth ambitions amid industry consolidation, highlighting M&A plans, expansion into wealth markets, and evolving opportunities in private credit and infrastructure.

In this Q&A with PDI, Tyler Gately and Stuart Mathieson discuss how mid-market direct lending continues to evolve, offering durable income, downside protection and attracting strong investor demand.

In this Q&A with AM Best, Orhan Sarayli highlights how infrastructure debt can enhance insurer portfolios through strong risk-return attributes, diversification and long-duration cash flows.

Chairman and CEO Mike Freno joined Bloomberg’s Romaine Bostick and Katie Greifeld at the Milken Institute Global Conference for a discussion on market volatility, private credit and how Barings is positioned as client needs continue to evolve.

Barings is preparing for Europe’s next real estate cycle with c.€2bn of equity capital to deploy, focusing on residential and logistics where fundamentals remain strong. As values reprice and supply stays constrained, the firm sees growing opportunity for disciplined, selective deployment across Europe.

At PEI’s annual secondaries roundtable, Ian Wiese shared perspectives on the global secondaries market, which reached $240 billion in transaction volume in 2025, up 48% year over year.

An era of narrow spreads and rising dispersion requires global flexibility, rigorous underwriting, unique origination and integrated insights across public and private debt.