All Private Debt articles – Page 2
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White papersPutting Direct Lending in Context
Private credit is drawing increased attention, but not all strategies behave the same. Traditional middle market direct lending is best understood by looking beyond headlines to underlying fundamentals—an approach that helps explain its continued role in long‑term portfolios.
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White papersInfrastructure Debt Edge
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.
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White papersDirect Lending: What’s Changed — and What Hasn’t
Welcome to this month’s edition of Where Credit is Due — a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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PodcastCapital Solutions: A Flexible Response to Private Equity’s Exit Problem
Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits…
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White papersPrivate markets offer financing solutions during periods of geopolitical transition
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities. As countries place greater value on strategic physical assets, private capital is likely to play an increasingly important role in funding critical infrastructure and other public goods.
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White papersWhat Are Investors Really Getting from Private Markets?
Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including from public markets. But recent fund redemptions have reinforced that illiquidity isn’t theoretical, raising questions about the benefits of giving up liquidity. We see several—but investors must understand the trade-offs.
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White papersIlliquidity premia in private debt: Q1 2026
In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns
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VideoHow does our trade finance process work?
In this video, Jingjing Pan, Senior Investment Analyst, outlines how credit quality, disciplined structuring and diversification can support resilient, risk-adjusted returns.
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White papersQ1 2026 Investment Grade Corporate Market Review and Outlook
MetLife Investment Management’s “Q1 2026 Investment Grade Corporate Market Review and Outlook” highlights a volatile start to the year driven by policy shifts, geopolitical tensions and elevated issuance. Despite increased uncertainty, credit markets remained resilient as higher yields continued to support investor demand.
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White papersNew horizons in private credit: why infrastructure debt stands out today
In a market shaped by geopolitical volatility and renewed inflationary pressures, investors are reassessing how they build resilient income allocations. Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
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White papersWhy private equity matters: Navigating the PE capital structure
Private equity is not a single investment, it is a spectrum, and knowing where each strategy sits in the capital structure can make all the difference in matching clients to the right risk and return profile. In this installment of The Lead Left, Churchill’s Randy Schwimmer walks through the full landscape of leveraged buyout investing, from senior secured direct lending to lower middle market equity, giving financial professionals a clear and practical framework for client conversations about private capital. If you’re helping clients navigate alternatives exposure, this is a useful place to start. Explore the full piece here.
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White papersManaging and executing innovation in asset management
A Q&A with Mark Versey, CEO of Aviva Investors, and Alastair Sewell, Senior Investment Director
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White papersValue-add real estate and the speed of forgetting
The built environment is having to adapt more quickly than it once did. Technology, tighter regulation and higher capital costs have shortened the lifespan of established property formats. Noura Tan, together with Robert Balick and Frédéric Laurent, Managing Partners at BauMont Real Estate Capital, M&G’s European value-add real estate business, examine how value-add investing is being redefined as cycles shorten and why building portfolios around more than one market story is becoming increasingly important.
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White papersPrivate credit’s origination divide
In private credit, how a manager sources and selects deals matters far more than market momentum, and that distinction is becoming increasingly consequential as the asset class matures under real macro pressure. In this installment of The Lead Left, Churchill’s Randy Schwimmer makes the case for why deal origination discipline, liquidity transparency, and investor education are now the defining factors separating quality private credit managers from the rest. Explore the full insights here.
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White papersInfrastructure outsourcing: Unlocking returns via scaled leasing
Infrastructure operators are increasingly separating ownership from operations to enhance flexibility and support long-term growth, unlocking attractive opportunities for institutional investors in scaled infrastructure leasing platforms.
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White papersPrivate Markets Outlook 1H 2026: Balancing Opportunity and Complexity
As private markets continue to evolve, investors face an expanding range of opportunities and risks.
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VideoMike Freno on Bloomberg TV
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.
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White papersIn a fractured private credit market, senior housing stands apart
Recent issues involving semi-liquid direct-lending vehicles have brought negative attention to private credit. For institutional investors, the takeaway isn’t to dismiss the asset class entirely, but rather to recognize that private credit encompasses a range of opportunities that differ in quality and characteristics and not all strategies are created equal.
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White papersInfrastructure Debt: A Compelling Private Credit Portfolio Addition
Updating existing infrastructure and building new assets to accommodate increased mobility, digitalization and the continued transition to new and cleaner sources of energy will require $106 trillion in funding by 2040, according to McKinsey estimates. With government budgets stressed, private capital — including debt capital—will be necessary to meet this goal.
