The second half narrative remains dominated by the path of interest rates, inflation, and the looming election. Morgan Stanley recently discussed key investment themes and opportunities in the second half on their blog, The BEAT. Emerging Market Debt Opportunities Many investors currently underweight emerging market debt (EMD) in their portfolios. Current valuations, a macro environment [...] The post A Second Half Investor’s Guide: 4 Key Investment Themes appeared first on ETF Trends .