David Mihalick

David Mihalick, Head of Private Assets at Barings with over 20 years in leveraged finance, and Martin Horne, Head of Public Assets, dive into the fascinating convergence of public and private credit markets. They discuss what drives this blurring of lines and its implications for asset managers and investors. The duo explores how economic cycles impact market choices and the benefits of a mixed investment strategy. They also touch on the critical evolution needed for asset managers to keep pace with changing dynamics and investor expectations.

David Mihalick, Co-Head of Global Investments at Barings, shares his insights from leading one of the world's top investment firms. He discusses strategies navigating today's complex economy, focusing on the adaptability of middle-market companies to financial challenges like inflation. The conversation dives into the impact of tariffs and U.S. policies, while also exploring the transformative role of AI in private markets and how it reshapes human capital dynamics. Mihalick's unique background in military leadership adds depth to his perspectives on strategic thinking.