MetLife Investment Management

Advanced economy central banks have slowed down the pace of rate cuts as global inflation decelerates. The line on the chart represents the sum of quarter-over-quarter policy rate changes for seven large central banks; above zero indicates banks are overall hiking while below zero indicates overall cutting. It is likely that rates do not fully normalize until the middle of next year: aggregate inflation in advanced economies is still higher than it was in the previous decade. Central banks will likely continue making policy rate adjustments gradually just in case inflation resurges, especially given the threat of tariffs and geopolitical tensions.

Join us for one our most anticipated events of the year—ULI New York’s annual Economic Forecast. We are proud to present this year's featured speakers, William Pattison, CRE®, Head of Research and Strategy at MetLife Investment Management and Heidi Learner. Early bird pricing ends tonight! Registration link in the comments. Jim Costello Simina Tewkesbury Jason Vesuvio Richard Persaud, CPA, CIA

#ICYMI: Drew Matus, MetLife Investment Management’s Chief Market Strategist, joined CNBC’s “Money Movers” to discuss market outlooks and consumer confidence. Watch the full interview here: https://lnkd.in/eQnGHqxA 

Institutional Investors are rethinking CRE lending for stability and risk management. On the latest InsuranceAUM.com Podcast, David V. Politano, Managing Director and Head of Debt Strategies at MetLife Investment Management's Real Estate group, joined host Stewart Foley, CFA to discuss how the insurance approach —characterized by relationship-driven practices, lower leverage, and a long-term focus—can help deliver resilient returns in today’s market. Listen to the full episode here: http://spr.ly/60487DHAu #CRE #InsuranceInvesting

#ICYMI: Drew Matus, MetLife Investment Management’s Chief Market Strategist, joined “Bloomberg Businessweek Daily” to share his views consumer sentiment. Watch the full interview here: https://lnkd.in/dQxzKgdm 

Inflation: Is 3% the new 2%? Friday’s inflation data from the BLS, which was softer than consensus expectations, showed both year-over-year headline and core inflation at 3.0%. Headline inflation has been accelerating on a y/y basis and progress towards 2% core inflation has been stagnant for some time. Despite this, a cut is still expected at this week’s FOMC meeting due to concerns about the labor market and weaker than expected tariff passthrough effects. MIM expects the progress towards 2% to continue to be volatile over the next few years.

We’re excited to join NeuGroup members in San Francisco this November for a day of collaboration and insight into the future of financial benefits and retirement readiness. MetLife Investment Management will host a featured panel: “The Rise of Private Assets in DC Plans” — exploring how defined contribution plans are evolving beyond traditional stocks and bonds to include private equity, private credit, and real estate. MIM’s Patrick Manseau, CFA and Jason Young, CFA will lead the discussion, bringing deep expertise and perspective on this important shift. Also attending from MIM: Angus Campbell, Christopher Alders, and Ron Shortenhaus. If you’ll be in the area, we’d love to see you there! Register now: https://lnkd.in/ec8E4T5p

At this month’s Private Credit Connect: East conference in Miami, MIM’s Priya Desai, CFA, Managing Director, Private Capital, ABF investments joined the spotlight panel “A Love Affair?: Private Credit and Insurance.”   We’re pleased to be part of discussions like these that help expand knowledge and opportunity in private markets. #PrivateCredit #InsuranceInvesting #AssetBasedFinance

Residential whole loans may offer attractive yields, steady income, and greater diversification for insurance portfolios. At this year’s American Council of Life Insurers - ACLI Senior Investment Managers Seminar, Alfred Chang, Managing Director and Head of Residential Credit, will discuss how active risk management and portfolio transparency can help institutional investors capture value across housing credit in his session, “Unlocking Opportunity: Residential Whole Loan Investing.” MIM’s Melissa Maquilan Radic, CFA, CAIA and Madhavi Chugh, CFA will also be in attendance. #ResidentialWholeLoans #InsurancePortfolios #PrivateCredit

#ICYMI: Drew Matus, MetLife Investment Management’s Chief Market Strategist, joined CNBC’s “The Exchange” to discuss outlooks on the consumer. Watch the full interview here: https://lnkd.in/eGjeQgVH