MetLife Investment Management

A New Dawn in Real Estate: 2026 U.S. Commercial Real Estate Outlook

What are the effects on real estate from K-shaped household income growth, and AI effects on the labor market? Risk for select office and retail segments, although office is still priced too low in select markets/segments. A tailwind for select residential. | How long do multifamily margins compress in the Sun Belt? We expect late 2027.

Q3 2025 Investment Grade Corporate Market Review and Outlook

U.S. Economy: All Noise and No Signal?

Q3 2025 Private Credit Quarterly Review and Outlook

Short Duration Commentary Q3 2025

The overarching macro tone is one of cautious optimism. Despite persistent geopolitical tensions, global markets have shown resilience. China’s GDP forecast has been upgraded, and Europe remains stable but vulnerable to fiscal pressures.

Economic Monthly: Global Outlook 2026

Beyond the Bank: The Insurance Approach to CRE Loans

David Politano, Head of Debt Strategies at MetLife Investment Management, shares how insurers approach CRE lending differently from banks and CMBS, offering insights into market trends, risk, and long-term value.

Public Market Signals for Private Real Estate Investors Part II: Risk Assessment

Real estate investors and managers frequently rely on qualitative market risk assessments but, in many cases, do not give appropriate consideration to quantitative assessments that are readily available. Put and Call options on REITs provide forward-looking risk indicators that incorporate both historical property sector trends and views on the outlook.

Exploring IG Private Asset-Based Finance and Strategic Allocation in Health Insurance

Frank Melaccio of Horizon Blue Cross Blue Shield of New Jersey and Jason Young of MetLife Investment Management discuss investment-grade private credit and asset-based finance in health insurance portfolios.

Relative Value & Tactical Asset Allocation – Q4 2025

Troubled Times for U.S. Manufacturers

MIM U.S. Housing Chartbook September 2025

Q2 2025 Private Credit Quarterly Review and Outlook

Mo’ Money, Mo’ Problems

Q2 2025 Investment Grade Corporate Market Review & Outlook

Global Risks 2025 Midyear Update

Emerging Markets Debt: Is It What Your Asset Allocation Needs?

Relative Value & Tactical Asset Allocation Q3 2025

Chicago Multifamily: Fundamentals Outpacing Perceptions

The Beige Book Goes into the Red as U.S. Growth Stalls

2025 View on U.S. Pensions with Alternative Fixed Income Approaches

U.S. Commercial Real Estate Chartbook June 2025

Public Market Signals for Private CRE Investors: Monitoring Pricing in an Uncertain Market

Q1 2025 Investment Grade Private Credit Review & Outlook

Q1 2025 Taxable Municipals Market Review and Outlook

Q1 2025 Emerging Markets Review and Outlook

EM Sovereigns Amid U.S. Tariff Policy Resiliency Study – May 2025

The U.S. Labor Market: Caution or Confidence?

Tariff Impacts and Infrastructure Debt’s Resilience

Short Duration Q1 Recap, Portfolio Actions & Outlook

Deglobalization. What’s Next?

Cold Storage: A Niche Property Heating Up

Q4 2024 Investment Grade Private Credit Review & Outlook

Relative Value & Tactical Asset Allocation – Q2 2025

QT or Not QT? – Part Two

A Return to Uncertainty

4Q24 Investment Grade Corporate Market Review and Outlook

The Return of Mercantilism? Shifting Goalposts on Trade

Emerging Markets Debt Restructurings: A Year of Resilience and Innovation

Private Debt Opportunities in Emerging Markets: Insights for Building Insurance Portfolios

Short Duration Q4 Recap, Portfolio Actions & Outlook

Q4 2024 Emerging Markets Review & Outlook

U.S. Housing Chartbook January 2025

Thematic Engagement: 2024 Scope 3 Emissions

Scope 3 emissions are becoming increasingly important as issuers face growing pressure to report and reduce these emissions. In our latest report, we examine how issuers across public fixed-income and private credit sectors are tackling Scope 3 data challenges and setting decarbonization targets.

Trump 2.0: Back to the Future?

By the end of this month, President Trump will enter the White House for his second term with an economic backdrop quite different from that of his first term. While the policies he advocates for are of a similar style this time around, the entirely different economic situation mean that those policies may have a different effect than they would have had in his first term. 

Episode 269: Asset-Based Finance (ABF): Building Resilient Portfolios for Insurers

Join host Stewart Foley on the InsuranceAUM.com Podcast for a deep dive into private structured credit (private ABF) and its role in insurance portfolios.

2025 Real Estate Outlook: Tipping Point

Relative Value & Tactical Asset Allocation Q1 2025

Our latest Relative Value and Tactical Asset Allocation report offers our take on key markets and sectors. While we anticipate a low risk of a U.S. recession, policy uncertainty opens up a wider range of possible outcomes.

Episode 267: Real Estate Debt Markets: Finding Value in Market Dislocations

Join host Stewart Foley on the InsuranceAUM.com Podcast for insights into private real estate debt. Explore market trends, commercial mortgage yields, and the impact of inflation and migration on real estate investment strategies for insurance portfolios.

Pitfalls & Mitigants of Climate Assessment Software