MetLife Investment Management

Our latest chartbook offers a compelling overview and outlook for the current U.S. real estate market, including statistics on real estate pricing, apartment construction starts and appraisal lag. View the full chartbook to also see recommendations for overweight and underweight positions in all the major property types. https://spr.ly/6042sNABE

We were proud to partner with MetLife and Davis Vision to attend this year’s 70th International Foundation of Employee Benefit Plans (IFEBP) Conference in San Diego. Representing MIM, John Kenny spoke with several union fund trustees, administrators, business managers and association leaders regarding the investment solutions that are available to the Taft-Hartley community. Thank you to everyone who stopped by the booth and said hello. We look forward to seeing you all next year!

President-elect Trump’s resounding election victory provides a mandate for Republican economic priorities. MetLife Investment Management ’s latest Economic Monthly examines three that we believe will have the largest economic effects: approach to government regulation, tariffs on trade with China and fiscal policy. Our Macro Strategists summarize the 2025 U.S. outlook under a new Trump Administration, including risks to our forecast. Download our November Economic Monthly now: https://spr.ly/6041spbYb

We are proud to have sponsored the 2024 ACLI Investment Managers Seminar. Thank you to American Council of Life Insurers - ACLI for inviting Alfred Chang, Managing Director and Head of Residential Credit, to speak at the conference. Alfred was featured on the Private Credit: Residential Mortgages and Private ABS Panel, where he discussed the advantages of a "go-anywhere" strategy in residential whole loans. Alfred and his team regularly assess various loan types across the residential whole loan market to identify the best relative value for clients.

MetLife Investment Management’s Brian Funk, Global Head of Private Capital, will join an expert panel examining “The Role of Private Credit in the Transition to a Low Carbon Economy" at the upcoming Fiduciary Investors Symposium at the University of Oxford. The November 20 session will explore the role of #privatecapital in the transition, and how institutional investors can achieve financial and impact objectives while positioning their portfolios against #climaterisk. Find out more and register here: https://spr.ly/6046syrbg Esther Rulli, CAIA Nigel Murdoch

#ICYMI: Drew Matus, MetLife Investment Management’s Chief Market Strategist, shared his views on the U.S. market outlook on CNBC “Closing Bell.” Watch the full interview here: https://spr.ly/6048sGLBo

William Pattison, CRE?, MetLife Investment Management’s Real Estate Group’s Head of Research, shared his views on the multifamily housing sector and opportunities in #realestate today in Real Assets Adviser’s November issue. Read more below.

Thank you for joining us in Des Moines! Last month, we hosted an engaging lunch event with MetLife Investment Management ’s senior strategists, designed for insurance general account investors. Attendees heard valuable insights from Drew Matus on the likelihood of a soft landing in the economy, Alfred Chang on the benefits of investing in residential whole loans, and William Pattison on the latest opportunities in commercial real estate. We appreciate the contributions and discussions from all our attendees, making this event a resounding success! Couldn’t make it? Access our latest insights here: https://spr.ly/6048SaBgy #MetLifeInvestmentManagement #InsuranceInsights #ResidentialWholeLoans #RealEstate #InsurancePortfolios

MetLife Investment Management is excited to jointly host with AltamarCAM Partners two institutional roundtables on infrastructure in Cologne and Munich on November 14 and 21. Together we will delve into infrastructure from both equity and debt perspectives. We'll discuss transaction trends, ways to identify the most potentially promising infrastructure opportunities, best practices for structuring deals, and strategies for tackling operational challenges to reduce risk. Stay tuned for insights and highlights from these impactful conversations! René Zeidan, CAIA Kashif Khan Giulia Rado Frank Amberg Antonio Guinea Antonio Villalba Alexander Duckwitz

We are proud to sponsor the ACLI Senior Investment Managers Seminar 2024 taking place November 10-13 in Santa Barbara, CA. MIM’s Alfred Chang, Managing Director and Head of Residential Credit, will be speaking on the “Private Credit: Residential Mortgages and Private ABS” panel, diving into key insights for insurance portfolios. Joining Alfred, Madhavi Chugh, CFA, Melissa Maquilan Radic, CFA, CAIA, and Roy Hansen look forward to connecting with industry peers on today’s top trends in insurance investing. Find out more: https://lnkd.in/eMkbCzNA