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Active investment strategies are making a comeback amid rising market volatility, higher rates and greater dispersion—signaling a paradigm shift. While passive investment strategies have flourished post-global financial crisis, that momentum appears to be fading as we enter a new era characterized by higher costs of capital, restrictive trade policies and geopolitical uncertainty. Investors who once relied on passive strategies for broad market gains may now require a more agile approach to navigate heightened volatility and capitalize on asymmetric opportunities.

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Emerging Markets Equity Team

The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.

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IMPORTANT INFORMATION

The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”) and may not be reflected in all the strategies and products that the Firm offers.

This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation, or specific needs of individual investors.

Any charts and graphs provided are for illustrative purposes only. Any performance quoted represents past performance. Past performance does not guarantee future results.

Prior to making any investment decision, investors should carefully review the strategy’s relevant offering document.  Please read the full disclosures within ‘Tales From The Emerging World.’