From Distressed Debt to Capital Solutions: An Evolving Landscape

Streaming Income - A Podcast from Barings

As the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn't what it used to be. Bryan High discusses how structural changes in that space and others have led to an entirely new landscape for opportunistic capital.

Episode Segments:

(02:43) – The traditional distressed debt opportunity and how it’s changed

(05:26) – The factors driving structural change in a competitive environment

(07:44) – Where defaults may go from here

(10:15) – The opportunities emerging for opportunistic capital

(13:06) – From direct lending, to pharma royalties, to Charleston marinas

(20:34) – Originating bespoke transactions, a multi-channel approach

(23:17) – The skillset needed for deploying opportunistic capital

(26:49) – Defining and understanding the complexity premium

(29:03) – How investors are bucketing capital solutions strategies

(32:17) – How the market opportunity may continue to evolve

IMPORTANT INFORMATION

Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses.

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