MetLife Investment Management

Our annual China Deep Dive Conference brings global experts together to discuss China’s economics, policy, geopolitics, and its relationship with the rest of the world. David Richter, Head of Asia Sovereign Research at MetLife Investment Management discussed the impact of Trump's foreign policy stance on Taiwan and explored the implications of the U.S. strengthening or lessening its presence in the Eastern Hemisphere. Get more insights from the event: https://spr.ly/60410nec9

MetLife Investment Management (MIM) alongside Sara B. Queen, Head of Real Estate Equity at MIM was excited to join the Girls Who Invest?team and alumni to celebrate their 10th anniversary at the Nasdaq?Closing Bell last week. Girls Who Invest is transforming the investment industry?by preparing young talent for careers in asset management. Over the past decade, they've grown a community of over 3,200 emerging investors, 75% of which remain in finance. MIM and MetLife?Foundation are proud to partner with Girls Who Invest to contribute to the developmental opportunities for those seeking a career in the asset management space.? Congratulations to Seema Hingorani, Katherine Jollon Colsher?and the entire Girls Who Invest team on this incredible milestone. We look forward to continuing our partnership for years to come! Photos courtesy of Nasdaq/Vanja Savic and Sara B. Queen

We believe that continuous growth—both personally and professionally—drives progress. Carrie Biemer, CFA, Senior Director, Public Fixed Income, shared her perspective: "Accelerating means growing, both personally and professionally. That doesn’t always mean moving up but expanding out and challenging yourself to take on more and learn new things. This prevents complacency." #IWD2025

Four of 11 Emerging Market countries that defaulted in recent years took until 2024 to restructure. Why? In MetLife Investment Management’s Emerging Markets Debt Restructurings: A Year of Resilience and Innovation, we chart the significant progress and innovation in EM debt restructurings over the past year, as well as the upside and challenges for investors. Read our in-depth analysis: https://spr.ly/604003Jke

We are thrilled to share that MetLife Investment Management’s (MIM) Real Estate & Agriculture team has partnered with Mill Creek Residential Trust LLC to break ground on Modera Marmalade – a contemporary midrise community in downtown Salt Lake City. This partnership represented another attractive opportunity for MIM on behalf of a separately managed client to develop a prime asset in an emerging submarket within Salt Lake City.???

Private debt in emerging markets presents opportunities for insurance investors, offering potentially higher yields and the potential to enhance portfolio diversification. In our latest paper, “Private Debt Opportunities in Emerging Markets: Insights for Building Insurance Portfolios”, we explore how sovereign and corporate debt can help to enhance insurance investors navigate global economic trends. Read the full paper here: https://spr.ly/60460yqYp

The U.S. trade deficit skyrocketed in January as firms try to buy foreign goods before higher tariffs take effect. The $33.5 billion increase in the goods deficit was driven by the purchase of industrial supplies (which increased even excluding gold imports), capital goods, and consumer goods. More negative net exports is among the factors leading to a potential rough start for 2025 GDP. March is likely to see strong imports continue. President Trump paused Mexico and Canada tariffs until April 2, and tariffs on goods including pharmaceuticals, agricultural commodities, and semiconductors are also likely to be applied then. But a spike in imports in Q1 could be offset by lower-than-normal imports over the next three quarters, resulting in a smaller drag on GDP over the whole year. Shan A.

We’re looking forward to attending the Solar & Wind Finance & Investment Summit 2025, taking place March 16-19 in Scottsdale, AZ. MIM’s Filipe Cunha will be speaking on Transmission Reforms & FERC Orders: The Effects on Project Timelines & Pricing panel, sharing insights on key trends shaping renewable energy financing, from evolving risk profiles to the impact of interest rate shifts and regulatory changes. We’re pleased to also have Kathryn Bai and Stuart Ashton attending to engage in discussions on the future of renewable energy investment. More details: https://spr.ly/60440yPKj #RenewableEnergy #InfrastructureInvesting #SolarFinance #WindFinance #MIM

We are proud to be part of the Infrastructure Investor Global Summit 2025, taking place March 17-20 in Berlin. MIM’s Kashif Khan will speak at the Energy Transition Forum, exploring the role of private capital in accelerating the energy transition. Aurélie H. and Jamie Clark will join discussions at the Infrastructure Debt Forum, sharing insights on the evolving landscape of infrastructure financing and the opportunities in infrastructure debt investment. We’re also pleased to have René Zeidan, CAIA, Giulia Noli and Myrto Kleanthous attending to connect with industry leaders and discuss the evolving opportunities in infrastructure investment. More details: https://spr.ly/60490DXWF

We’re proud to recognize the voices shaping MetLife Investment Management. We spoke with Alexis Roworth, Director, Architecture Engineering & Development Real Estate, about what it means to drive meaningful change: “Acceleration requires both force and direction. Without both, you don’t get to your goal. To me, ‘Accelerating Action’ means meaningful action. Action with both drive and purpose – force and direction. It means that true progress requires intention along with steady self-motivated effort.” #IWD2025