In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, is joined by Tani Fukui, Economist at MetLife Investment Management. Together, Guy and Tani attempt to decypher the unusual and mixed economic data that is being reported, and discuss Tani's outlook for 2023.
Access this episode's transcript
Nov 8, 2022
12 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership at MetLife Investment Management, is joined by Jim Grace, a senior member of the Public Fixed Income ESG team. Together, they discuss sustainability and impact investing, and address how climate variables and climate-related new technologies can become alpha drivers in today's environment.
Access this episode's transcript
Nov 7, 2022
7 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership at MetLife Investment Management, sits with Josh Lofgrent, Portfolio Manager for the Investment Grade team. Together, they discuss the market environment for long short credit strategies, and the implications for institutional investors.
Access this episode's transcript
Jul 25, 2022
13 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership at MetLife Investment Management, is joined by Syed Ahmed, a member of the Infrastructure & Project Finance team, to discuss infrasctructure, but more specifically "social infrastructure" and what this concept means for our society, and for institutional investors.
Access this episode's transcript
Jun 6, 2022
11 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership at MetLife Investment Management, is joined by John Wills, Global Head of Client Portfolio Management for Private Credit. The focus of the discussion is on Private Credit, and how this asset class has now become a mature institutional market with steady growth. Together, they discuss the beneficial role of Private Credit in a multi-asset portfolio.
Access this episode's transcript
May 24, 2022
13 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, welcomes Brian Funk, Head of Global Credit Research at MetLife Investment Management. Together, they address the rise in inflation, central banks transitioning away from monetary accomodation and what this means for the credit market.
Access this episode's transcript
May 10, 2022
11 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, is joined by Michael Gunderson, Head of Agricultural Research & Strategy at MetLife Investment Management. The topic of discussion in this podcast revolves around supply chain disruptions, soaring commodity prices, and the Russia-Ukraine conflict.
Access this episode's transcript
Mar 29, 2022
14 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, is joined by David Richter, Asia Strategist at MetLife Investment Management. Together, they address the current situation in China ahead of next week's National Party Congress meeting.
Access this episode's transcript
Mar 8, 2022
19 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership at MetLife Investment Management, is joined by Will Pattinson, Head of Real Estate Research & Strategy. They discuss the hotel sector of the Real Estate marketplace and why they believe it offers attractive investment opportunities today.
Access this episode's transcript
Feb 2, 2022
7 min
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, welcomes Will Pattison, Head of Real Estate Research & Strategy, as his guest. Together, they discuss the benefits of holding Commercial Real Estate in a multi-asset portfolio.
Access this episode's transcript
Jan 26, 2022
8 min
Load more