MetLife Investment Management -Fri, 08/20/2021 - 13:41

Emerging Markets: Market Review and Outlook

Rate volatility and several idiosyncratic stories during the second quarter drove market performance within Emerging Markets. With delays to vaccine rollouts and continued high daily new cases and deaths hindering re-opening plans and putting excess pressure on economies, EM countries have lagged in the COVID-19 recovery. We expect Emerging Markets recovery to be a second half 2021 story, with countries starting to take active steps to reduce some of the unprecedented policy actions. We remain optimistically cautious given still robust accommodation, supportive growth and positive flow dynamics. In this paper, we look back at Emerging Markets in the second quarter, as well our expectations for the asset class in the second half of the year.

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With more than 150 years of heritage, we deliver stability, disciplined risk oversight, and aligned investment strategies purpose-built for insurers. Our conviction-led, specialized teams span public and private markets, targeting dependable income and long-term total return. Recognized by Pensions & Investments as one of the world's Top 10 third-party insurance asset managers, we combine scale and expertise to help insurers address increasingly complex investment challenges. From strategic asset allocation to innovative, capital-efficient portfolio construction, our dedicated insurance specialists design solutions around each insurer’s unique objectives. Backed by on-the-ground expertise in 19 countries, we navigate regulatory and capital constraints with confidence across life, health, P&C and reinsurance.

MetLife Investment Management
One MetLife Way
Whippany, NJ 07981

Madhavi Chugh, CFA
Global Co-Head of Insurance Solutions
madhavi.chugh@metlife.com
(609) 216-6691

Jeannine Heal, CFA
Global Co-Head of Insurance Solutions
jeannine.heal@pinebridge.com
(732) 778-4734

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