Navigating Policy, Private Markets and AI with Barings’ David Mihalick

Navigating Policy, Private Markets and AI with Barings’ David Mihalick

From Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures. by Proskauer

July 17, 2025 · 41 min · Episode 34

About this episode

David Mihalick discusses Barings' investment strategies and the impact of current policies and AI on private markets.

Barings is one of the world’s leading investment managers, with a platform that spans public and private markets, fixed income, real assets and capital solutions. In this episode, we sit down with David Mihalick, Co-Head of Global Investments at Barings, to explore how the firm is navigating today’s complex investment landscape. David shares insights on Barings’ multi-asset investment strategy, the knock-on effects of tariffs and current U.S. policy decisions and how middle-market companies are adapting to economic headwinds. We also discuss the evolving role of AI in private markets and its implications for human capital.

People in this episode

Host: Proskauer

Guest: David Mihalick

Topics covered

  • private markets
  • investment strategy
  • U.S. policy
  • AI in finance
  • economic headwinds

Keywords

  • Barings
  • David Mihalick
  • private markets
  • investment strategy
  • U.S. policy
  • AI
  • economic headwinds

Mentioned in this episode

Organizations: Barings

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