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 on Ausha. See ausha.co/privacy-policy for more information.
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 (https://investments.metlife.com/insights/podcast/a-world-in-debt-us-treasuries/) on our website
Follow us on LinkedIn (https://www.linkedin.com/company/metlife-investment-management) for more insights
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
4 Jan 2024
Key Takeaways from Our Annual China Deep Dive Forum
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 (https://investments.metlife.com/insights/podcast/key-takeaways-from-our-annual-china-deep-dive-forum/) on our website
Follow us on LinkedIn (https://www.linkedin.com/company/metlife-investment-management) for more insights
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
8 Nov 2022
Decoding a Mixed Economy
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 (https://investments.metlife.com/insights/podcast/decoding-a-mixed-economy/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
7 Nov 2022
Can Climate Variables Drive Alpha?
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 (https://investments.metlife.com/insights/podcast/can-climate-variables-drive-alpha/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
25 Jul 2022
An Ideal Environment for Long Short Credit Strategies?
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 (https://investments.metlife.com/insights/podcast/an-ideal-environment-for-long-short-credit-strategies/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
6 Jun 2022
What is Social Infrastructure and How Do Public Private Partnerships Work?
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 (https://investments.metlife.com/insights/podcast/what-is-social-infrastructure-and-how-do-public-private-partnerships-work/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
24 May 2022
The Role of Investment Grade Private Credit in a Pension Portfolio
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 (https://investments.metlife.com/insights/podcast/The-Role-of-Investment-Grade-Private-Credit-in-a-Pension-Portfolio/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
10 May 2022
Fundamental Credit: What’s in Focus
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 (https://investments.metlife.com/insights/podcast/Fundamental-Credit-Whats-in-Focus/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
29 Mar 2022
The Interlinkages of Food and Energy Security
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 (https://investments.metlife.com/insights/podcast/The-Interlinkages-of-food-and-energy-security/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
8 Mar 2022
China’s Delicate Balancing Act
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 (https://investments.metlife.com/insights/podcast/Chinas-Delicate-Balancing-Act/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
2 Feb 2022
Understanding Opportunities in Hotels
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 (https://investments.metlife.com/insights/podcast/Understanding-Opportunities-in-Hotels/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
26 Jan 2022
The Outlook for Commercial Real Estate in a Multi-Asset Portfolio
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 (https://investments.metlife.com/insights/podcast/The-Outlook-for-Commercial-Real-Estate-in-a-Multi-Asset-Portfolio/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
18 Jan 2022
LatAm… To the left, to the left
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.
Access this episode's transcript (https://investments.metlife.com/insights/podcast/latam-to-the-left-to-the-left/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
13 Jan 2022
Emerging Market Investing Through Inflation
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.
Access this episode's transcript (https://investments.metlife.com/insights/podcast/emerging-market-investing-through-inflation/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
6 Jan 2022
Opportunities in Bank Loans
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.
Access this episode's transcript (https://investments.metlife.com/insights/podcast/Opportunities-in-Bank-Loans/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
5 Jan 2022
Introduction to MIM Cuts to the Chase
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 (https://investments.metlife.com/insights/podcast/Introduction-MIM-Cuts-to-the-Chase/)
Hosted by Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
2 ratings
Contact MIM Cuts to the Chase
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of MIM Cuts to the Chase?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
