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MIM Cuts to the Chase is a podcast designed and produced by MetLife Investment Management. Hosted by Guy Haselmann, Head of Thought Leadership, this podcast series aims to provide insights and thought leadership around themes that may be on investors' minds - the goal not being to provide a comprehensive analysis but rather focus on the relevant aspects of the underlying topics. Find out more about MetLife Investment Management by visiting https://investments.metlife.com.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
Hosted by Ausha. See ausha.co/privacy-policy for more information.
16 Episodes
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In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, sits down with Tom Smith, Portfolio Manager for Emerging Market Debt and Shan Ahmed, from the Global Economic and Market Strategy team. Together, they discuss the US Treasury Bond market in light of the record-breaking U.S. Treasury issuance and looming large fiscal deficits.Access this episode's transcript on our websiteFollow us on LinkedIn for more insightsHosted by Ausha. See ausha.co/privacy-policy for more information.
In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, receives three MetLife Investment Management experts to discuss key takeaways and insights from our latest November 2023 China Deep Dive. Access this episode's transcript on our websiteFollow us on LinkedIn for more insightsHosted by Ausha. See ausha.co/privacy-policy for more information.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership at MetLife Investment Management, meets with Tom Smith, Emerging Market Debt Portfolio Manager. Together, they will discuss today's political landscape and climate in Latin America.
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In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, meets Todd Howard, Emerging Market Debt Portfolio Manager at MetLife Investment Management. Together, they discuss considerations for emerging market debt given the current macro inflationary enrionment.
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In this episode of MIM Cuts to the Chase, Guy Haselmann, Head of Thought Leadership, sits down with Matt McInerny, Bank Loan Portfolio Manager, to discuss the bank loan market and outline some potential opportunities given the current economic and interest rate backdrop.
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Welcome to MIM Cuts to the Chase! In this podcast series presented by MetLife Investment Management, Guy Haselmann, Head of Thought Leadership sits down with investment experts across asset classes to discuss market events, themes, trends and perspectives that are on top of investors' minds. For more information or to discover more of our thought leadership, you can visit www.investments.metlife.com.
Access this episode's transcript Hosted by Ausha. See ausha.co/privacy-policy for more information.
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