MetLife Investment Management

We’re proud to announce that MetLife Investment Management has been shortlisted as a finalist for the Insurance Investor North American Awards 2024 in two categories: Infrastructure Manager of the Year and Private Markets Manager of the Year. It’s an honor to be recognized for our commitment to delivering strong, risk-adjusted returns across infrastructure and private markets. Thank you to Insurance Investor for this recognition, and congratulations to all the finalists!

At this year’s Insurance CIO Summit, we had the privilege to hear from an impressive lineup of industry leaders, including Dr. Loretta Mester, former President and CEO of the Federal Reserve Bank of Cleveland. Dr. Mester delivered an insider’s view on how the Federal Reserve calibrates monetary policy to balance market psychology with financial conditions. She provided crucial guidance on how CIOs can assess recent actions by the Federal Open Market Committee, underscoring the importance of maintaining both price stability and maximum employment. Dr. Mester also addressed the role that transparency plays in shaping market expectations, highlighting how it can be both a guide and a challenge. The caliber of speakers like Dr. Mester made this year’s Summit an exceptional learning opportunity for all in attendance. Stay tuned for more insights from this year’s sessions as we continue to explore how to navigate today’s economic challenges!

We are honored to have attended the Inaugural Girls Who Invest (GWI) Gala in New York City, hosting both clients and GWI alumni. At MetLife Investment Management we are committed to building diversity of voice across all aspects of the asset management industry, and through our partnership with GWI, we are participating first-hand in the support and development of the growing pipeline of talented and ambitious women. Thanks for joining our table! Radhika Badini, Doreen Clark, Sydney Rohrs,?Mattie Walz,?Michelle Bryer, Carly Rubin and Mayela Calderon

It was a privilege to attend Principles for Responsible Investment (PRI) In Person 2024. Over three days, we had the chance to connect with institutional investors and dive into the challenges and opportunities facing asset owners?as they navigate sustainability developments. We look forward to continuing these important discussions. #PRInPerson

Last month, insurance CIOs and senior investment professionals convened in New York for MetLife Investment Management’s Insurance CIO Summit. During the event, Kathleen Birrane, Former Insurance Commissioner for Maryland, Head of U.S. Insurance Regulatory Practice, DLA Piper, and Roland Blumberg, Senior Insurance Asset Management Portfolio Manager, joined us for a discussion on the current regulatory environment. Topics included the NAIC’s current initiatives regarding private and complex assets in insurance portfolios and the potential impact to Risk Based Capital. Additionally, the audience participated in an interesting dialogue on competitor dynamics, and the recent revival of the Bermuda reinsurance market. ? Stay tuned as we share more insights from our Insurance CIO Summit speakers throughout the month.

MetLife Investment Management is thrilled to announce that Lisa Wong, head of Private Credit Sustainability Research, has been named a Woman of Influence in Private Markets by Private Debt Investor. The list highlights women helping to shape the fast-changing alternatives landscape. Congratulations, Lisa! Check it out: https://lnkd.in/ds3XdeAA??

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