Content (14)
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White papersEconomic Monthly Businesses Ride to the Rescue
We now expect the economy to avoid a recession in 2024. Businesses are emerging as a backstop. High and rising profit margins, a rebounding manufacturing sector, and a resilient services sector present the opportunity to maintain labor force expansion and, with it, consumer spending.
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White papersRelative Value & Tactical Asset Allocation Q2 2024
Global Economy is Weighed Down by Geopolitical Crises and Policy Uncertainties
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PodcastA World in Debt: US Treasuries
Guy: Welcome everyone to the “MIM Cuts to the Chase” podcast series. I’m your host, Guy Haselmann, and today we will discuss and unravel the US Treasury Bond market – which I often refer to as “the most important market in the world”. In light of the record-breaking U.S. Treasury issuance and looming large fiscal deficits, I think our discussion here couldn’t be timelier.
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White papersThe Case for a U.S. Productivity Boom
The economy in any single year is subject to the vagaries of chance and, as such, can be “noisy”. Near-term volatility that exerts short-term stress into markets may be front of mind for most investors, but it is long-term trends that provide us with the best view of the future, especially for those with long investment horizons.
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White papersAre Consumers Weakening?
Our baseline forecast continues to incorporate a recession as we remain cautious about the economy. Although aggregate economic and labor market indicators continue to be strong, we are concerned about high consumer loan delinquencies, creeping unemployment, and affordability, all of which are potential headwinds to growth.
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White papersGateway Markets and Core Property Types: Not What They Used to Be
Two commonly used categorizations of commercial real estate investing that emerged or became formalized in the late 1980s and early 1990s include “gateway markets” and “core property types.” They largely help institutional investors like pensions and sovereign wealth funds to understand the types of investments that could have the best liquidity, transparency and expected stable returns.
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White papersU.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
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White papersIs This What a Soft Landing Looks Like?
The first half of 2023 was a whipsaw of economic and real estate data that turned from gloomy to bright and back again, seemingly by the day. As the fog lifts from this noisy backdrop, we believe the case for a soft landing has become more pronounced.
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White papersGreening the Grid: A Tipping Point in U.S. Renewable Energy Production
While demand for renewable energy is on the rise, and the grid continues to “green,” procurement, transmission and accounting of renewable resources is expected to evolve.
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White papersNavigating Uncertainty— Risks and Opportunities in Commercial Real Estate
Rapid shifts in the global economic and capital markets are exerting strong influences on U.S. commercial real estate.
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White papersUnique Attributes of Real Estate Investments
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with William Pattison, Head of Real Estate Research at MIM to discuss real estate investing.
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White papersCore Real Estate for Institutional Investors
Commercial real estate was once viewed as a niche investment sector, but after several decades of evolution, it has emerged as a core asset class for many institutional investors.
