Video: Fundamentals, Flows and Opportunity in Emerging Markets Debt

03 NOVEMBER 2025

The Author

Top

Emerging markets (EM) debt is seeing renewed inflows—and for good reason. Valuations look attractive, fundamentals are improving, and investors are once again looking to diversify beyond the U.S. We are focused on policy direction, local market dynamics and investor sentiment as key drivers of performance in this shifting global environment. Watch our video to find out more.

Emerging Markets Debt Team

Our over 40-year history of managing emerging markets debt has given us a unique perspective on managing risk for our clients. Our focus on utilizing the full investment universe, concentrating our research on countries and companies exhibiting structural changes, and our world-class dedicated trading and operations team differentiates us from other managers and drives our performance.

The Author

Featured Insights

Consilient Observer

Opportunities and Expectations: The Present Value of Growth Opportunities in Valuation

Stock prices reflect the value of current earnings and the option to make investments that create value, the present value of growth opportunities (PVGO). We analyze how PVGO as a percentage of price serves as a measure of market timing and find it has some use. Next, we observe that the stocks of companies with low PVGO percentages outperformed those with high percentages. Lastly, a simple analysis suggests the PVGO percentage provided a higher return than the value factor in recent years.

18-Jun-2026

Takeaways & Key Expectations

Equity Market Commentary - June 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to think beyond the macro. Instead, he encourages a focus on the micro, specifically the extraordinary Q1 results delivered so far that are forcing analysts to raise future earnings estimates.

17-Jun-2026

Media Advisory

Inside Alternatives LIVE with Morgan Stanley Investment Management

Morgan Stanley Investment Management (MSIM) introduces Inside Alternatives LIVE, a real-time, interactive forum bringing together senior MSIM alternatives investment leaders to discuss structural trends, market dynamics and portfolio considerations.

17-Jun-2026

Press Release

MSREI Acquires Metra Living from LQ in Partnership with Ridgeback Group for 1.045 Billion

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), alongside Ridgeback Group (Ridgeback), announced today the acquisition of the Private Rented Sector (PRS) business of London & Quadrant Housing Trust (L&Q), which trades as Metra Living, for a total enterprise value of £1.045 billion.

16-Jun-2026