Episode 26: Exploring Opportunities in Emerging Markets

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley explores the evolving opportunities in emerging market debt and what insurance investors should consider when allocating to this asset class. With global interest rates at historic lows, insurers are seeking income enhancement and diversification—but does the risk-reward profile of emerging markets make sense?

How have EM fundamentals evolved over the past two decades? What role does proximity to issuers play in risk assessment? And how did EM corporates and sovereigns navigate the COVID-19 crisis? This discussion provides insights on why more insurers are allocating to EM debt and how a total return mindset can help investors navigate cycles.

 

Disclosure

This article has been prepared in conjunction with MetLife Investment Management (“MIM”)¹ solely for informational purposes and does not constitute a recommendation regarding any investments or the provision of any investment advice, or constitute or form part of any advertisement of, offer for sale or subscription of, solicitation or invitation of any offer or recommendation to purchase or subscribe for any investments or investment advisory services. The views expressed herein do not necessarily reflect, nor are they necessarily consistent with, the views held by, or the forecasts utilized by, the entities within the MetLife enterprise that provide insurance products, annuities and employee benefit programs. Subsequent developments may materially affect the information contained in this article. Affiliates of MIM may perform services for, solicit business from, hold long or short positions in, or otherwise be interested in the investments (including derivatives) of any company mentioned herein. This article may contain forward-looking statements, as well as predictions, projections and forecasts of the economy or economic trends of the markets, which are not necessarily indicative of the future. Any or all forward-looking statements may turn out to be wrong. All investments involve risks including the potential for loss of principle.

 ¹ MIM is MetLife, Inc.’s (“MetLife”) institutional management business and the marketing name for subsidiaries of MetLife that provide investment management services to MetLife’s general account, separate accounts and/or unaffiliated/third party investors, including: Metropolitan Life Insurance Company, MetLife Investment Management, LLC, MetLife Investment Management Limited, MetLife Investments Limited, MetLife Investments Asia Limited, MetLife Latin America Asesorias e Inversiones Limitada, MetLife Asset Management Corp. (Japan), and MIM I LLC.