Three Opportunities in Private Assets Amidst Volatility

Head of Private Multi-Asset Investing, John McNichols describes how the recent banking crisis is impacting private markets and discusses where he and the Barings team are seeing private market opportunities in areas like construction loans and European direct lending.

Episode Segments:

(2:11) – John’s role at Barings and the investment universe he focuses on

(4:00) – Sizing up the impact of the banking crisis & why Europe looks well-positioned

(10:38) – The current opportunity in U.S. construction lending

(17:02) – The attraction of European direct lending today

(22:25) – Opportunities to help banks pare risk on their balance sheets

(27:33) – How investors can potentially capitalize on private market opportunities

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.

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