MetLife Investment Management

We are anticipating growth to slow and policy rates to decline globally. We continue to expect credit spreads to mostly remain range bound, with a low chance of further tightening. Carry strategy is preferred in the short run, while remaining cautious about potential weakness. Consumers and housing fundamentals mostly remain resilient, while prepayment risk should be monitored. Fed rate cuts are anticipated to support equity valuations, given strong fundamentals of companies.   📚 Click here to read our full outlook: https://lnkd.in/eFkv3n9s

MetLife Investment Management was excited to host insurance CIOs and senior investment leaders at our inaugural Insurance CIO Summit last week in New York. We hope you enjoyed the perspectives of Kathleen Birrane, Jeh Johnson, and Dr. Loretta Mester, and insights from Michel Khalaf, President and CEO, MetLife and John McCallion, EVP and CFO, MetLife and Head of MetLife Investment Management as well as other senior investment leaders and strategists. Special thanks to Charles Scully, Velina Peneva, and Anthony Grandolfo for participating on our CIO roundtable. Couldn’t be there? Get our latest insights here: https://lnkd.in/eRA6FGuc

We are proud to sponsor this year's Principles for Responsible Investment In Person. Join our team on October 8-10 in Toronto for what we expect to be an exciting and informative conference. Brian Funk, Christopher Alders, Kate Temby, Matthew Mosca, and Nick Reid will be in attendance representing MetLife Investment Management. Find out more: https://lnkd.in/eFR_a7_S #PRIinPerson

Last month, MetLife Investment Management’s Head of EMEA Portfolio Management Aurélie H. participated in a fireside chat with ION Analytics influencers, during which she discussed her career journey and explored opportunities in investment grade private credit. Watch the deep dive: https://lnkd.in/eNG9WY5Q

MetLife Investment Management is excited to share that Tani Fukui will speak at the National Association for Business Economics (NABE) in Nashville, TN on Sunday September 29. Tani will participate in the opening panel and discuss MIM’s view of the global economy. She will be joined by David Altig of the Federal Reserve Bank of Atlanta, Emily Kolinski Morris of the Ford Motor Company, and Mervin Jebaraj of the University of Arkansas.

Portfolio trading is transforming the fixed income market, enhancing liquidity and unlocking another source of alpha generation. How can asset managers take advantage of this paradigm shift in credit trading? MetLife Investment Management examines the opportunity of innovative portfolio trading in our new white paper: https://lnkd.in/dSKES5fS            

MetLife Investment Management’s Giulia Noli is appearing at the SuperReturn Global Infrastructure Conference taking place in London on October 8-10. Giulia will join a panel of experts to share latest thinking on infrastructure investing. Find out more: https://lnkd.in/eK-Q9zV #SuperReturn #SRInfra

MetLife Investment Management’s Priya Desai, CFA will be a panelist at Opal Group’s Celebrating Women in Structured Finance Summit in New York City on September 26th. We look forward to hearing her share her insights on the panel, “ABS Market Outlook & Trends.” Find out more about the conference and register here: https://lnkd.in/epjTJ7yk #OpalGroupWISF

MetLife Investment Management is pleased to participate in the upcoming Private Placements Global Forum taking place in London on October 1-2. Our private capital professionals will feature alongside industry peers in various panels offering their latest thinking on private placement and associated markets. Giulia Noli Stephen Valvona Nirvan Dabee CFA, FCA

MetLife Investment Management is looking forward to sponsoring the upcoming 2024 Global Cold Chain Alliance (GCCA) Convention September 23-26 in Bonita Springs, Florida. MIM representatives Jonathan Holbrook and Todd Beckwith will be in attendance. We are looking forward to being part of this event! Find out more about the conference and register: https://lnkd.in/e3qRXdWc #GCCAConvention2024