Infrastructure Debt: From Opaque to Opportunity

Orhan Sarayli, Head of North America for Barings' Global Infrastructure Debt group joins Streaming Income to discuss the evolving opportunity in infrastructure debt.

Episode Segments:

(02:11) – Background on Orhan & the infra debt team at Barings

(03:10) – Defining the infrastructure debt universe

(05:54) – The structural trends underpinning massive growth in infrastructure investment

(09:24) – The role of institutional investors in financing infra growth

(12:28) – Alternative managers & non-traditional approaches to funding growth

(14:55) – Insurance, sovereign wealth, pensions… Who’s investing and why?

(19:13) – Understanding the return profile across IG and HY infra debt

(22:21) – Challenges from diversification and bucketing to transparency and benchmarking

(25:40) – Infra CLOs and where innovation in the space goes next

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