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

Page: https://stenobird.com/podcast/private-market-talks-conversations-and-insights-on-the-private-markets-with-private-capital-s-leading-figures-6037940/navigating-policy-private-markets-and-ai-with-barings-david-mihalick
Text version: https://stenobird.com/podcast/private-market-talks-conversations-and-insights-on-the-private-markets-with-private-capital-s-leading-figures-6037940/navigating-policy-private-markets-and-ai-with-barings-david-mihalick.md
Podcast: [Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures.](https://stenobird.com/podcast/private-market-talks-conversations-and-insights-on-the-private-markets-with-private-capital-s-leading-figures-6037940)
Published: 2025-07-17T14:09:27+00:00
Episode link: https://privatemarkettalks.proskauerpodcasts.com/e/david-mihalick-episode/
Audio file: https://mcdn.podbean.com/mf/web/r5vqr35q6mbkazuu/PMT_EP_35_with_David_Mihalick_39b3m0.mp3
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Duration seconds: 2443

## Resource

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.

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## Transcript

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