- A little late to the party, Deutsche's Yaron Kinar acknowledges a "thesis drift" since the election, and upgrades MetLife (NYSE:MET) to Buy from Hold. His $65 price target suggests about 20% upside.
- The insurer's Brighthouse unit is seen as more attractive thanks to the rise in rates and Athene's successful IPO. There's also low expectations this year for the remaining company.