Stocks

Stock Market Outlook 2022: Modest Returns | Morgan Stanley

December 1 to 31, 2021, the consensus estimates, based on the data set, for 2021, 2022 and 2023 were $204.95, $223.46 and $245.01. As of February 10, 2022, they are $207.79, $224.89, and $247.53.

risk considerations

Reading: What is the future of the stock market

There is no guarantee that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the chance that the market values ​​of securities held by the Portfolio will decline and therefore be less than what you paid for them. Market values ​​can change daily due to economic and other events (for example, natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. it is difficult to predict the timing, duration and potential adverse effects (eg portfolio liquidity) of events. consequently, you can lose money by investing in this portfolio. Please note that this portfolio may be subject to certain additional risks. fixed income securities are subject to an issuer’s ability to make timely principal and interest payments (credit risk), changes in interest rates (interest rate risk), the solvency of the issuer and the general liquidity of the market. (market risk). In a rising interest rate environment, bond prices may fall, leading to periods of volatility and higher portfolio redemptions. in a falling interest rate environment, the portfolio may generate less income. longer-term securities may be more sensitive to changes in interest rates. mortgage- and asset-backed securities are sensitive to early prepayment risk and higher default risk, and can be difficult to value and sell (liquidity risk). they are also subject to credit, market and interest rate risks. certain u.s. Government securities purchased by the strategy, such as those issued by Fannie Mae and Freddie Mac, are not backed by the full faith and credit of the US. uu. these issuers may not have the funds to meet their payment obligations in the future. high yield securities (“junk bonds”) are lower rated securities that may have a higher degree of credit and liquidity risk. public bank loans are subject to liquidity risk and credit risk of lower rated securities. foreign securities are subject to currency, political, economic and market risks. The risks of investing in emerging market countries are greater than the risks associated with investing in foreign developed countries. sovereign debt securities are subject to default risk. derivative instruments can disproportionately increase losses and have a significant impact on performance. they may also be subject to counterparty, liquidity, valuation, correlation and market risks. Restricted and illiquid securities may be more difficult to sell and value than publicly traded securities (liquidity risk).

important information

There is no guarantee that any investment strategy will work in all market conditions, and each investor should evaluate their ability to invest for the long term, especially during periods of market downturn.

A separately managed account may not be suitable for all investors. separate accounts managed in accordance with the particular strategy may include securities that may not necessarily track the performance of a particular index. a minimum level of assets is required.

for important information about investment managers, please see part 2 of the adv form.

The views, opinions and/or analyzes expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to economic or market conditions. market and not necessarily come to pass furthermore, views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances that exist, or changes that occur, after the date of publication. The views expressed do not reflect the views of the entire investment staff of Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively, “the Company”), and may not be reflected in all strategies. and products offered by the company.

The forecasts and/or estimates provided in this document are subject to change and may not be realized. Information on expected market returns and market outlook is based on the research, analysis, and opinions of the authors or investment team. These conclusions are speculative in nature, may not be true, and are not intended to predict the future performance of any specific strategy or product offered by the Company. future results may differ materially depending on factors such as changes in securities or financial markets or general economic conditions.

This material has been prepared based on publicly available information, internally developed data, and other third party sources believed to be reliable. however, no guarantees are made regarding the reliability of such information and the company has not sought to independently verify information taken from public sources and third parties.

This material is a general communication, which is not impartial and all information provided has been prepared for informational and educational purposes only and does not constitute an offer or recommendation to buy or sell any particular security or to adopt any investment strategy. specific. The information contained in this document has not been based on consideration of the circumstances of any individual investor and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice on the tax consequences, before making any investment decision.

The charts and graphs provided in this document are for illustrative purposes only. past performance is no guarantee of future results.

Indices are unmanaged and do not include any sales charges, fees or expenses. it is not possible to invest directly in an index. any index mentioned in this document is the intellectual property (including registered trademarks) of the corresponding licensor. any product based on an index is in no way sponsored, endorsed, sold or promoted by the applicable licensor and it shall have no liability in respect thereto.

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This material is not a product of the Morgan Stanley Research Department and should not be considered research material or a recommendation.

The firm has not authorized financial intermediaries to use and distribute this material, unless such use and distribution is in accordance with applicable laws and regulations. In addition, financial intermediaries are required to satisfy themselves that the information contained in this material is appropriate for any person to whom they provide this material in light of that person’s circumstances and purpose. the company will not be responsible and accepts no responsibility for the use or misuse of this material by said financial intermediary.

This material may be translated into other languages. where such a translation is made, this English version remains definitive. If there is any discrepancy between the English version and any other language version of this material, the English version shall prevail.

All or part of this material may not be reproduced, copied, modified, used to create a derivative work, performed, displayed, published, published, licensed, framed, distributed or transmitted directly or indirectly nor any of its contents. disclosed to third parties without the express written consent of the firm. this material may not be linked unless such hyperlink is for personal, non-commercial use. All information contained in this document is proprietary and protected by copyright and other applicable laws.

Eaton Vance is part of Morgan Stanley Investment Management. morgan stanley investment management is the asset management division of morgan stanley.

distribution

This material is intended for and will only be distributed to persons residing in jurisdictions where such distribution or availability would not contravene local laws or regulations.

msim, the asset management division of morgan stanley (nyse: ms), and its affiliates have agreements in place to market each other’s products and services. each affiliate of msim is regulated as appropriate in the jurisdiction in which it operates. Msim’s subsidiaries are: Eaton Vance Management (International) Limited, Eaton Vance Advisors International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, Atlanta Capital Management LLC, Eaton Vance Management International (Asia) PTE. ltd.

This material has been issued by one or more of the following entities:

emea:

This material is for professional clients/accredited investors only.

In the eu, msim and eaton vance materials are issued by msim fund management (ireland) limited (“fmil”). fmil is regulated by the central bank of ireland and is incorporated in ireland as a private company limited by shares with company registration number 616661 and has its registered address at the observatory, 7-11 sir john rogerson’s quay, dublin 2, d02 vc42 , ireland .

outside the eu, msim materials are issued by morgan stanley investment management limited (msim ltd) is authorized and regulated by the financial conduct authority. registered in england. registration number 1981121. registered office: 25 cabot square, canary wharf, london e14 4qa.

in switzerland, morgan stanley & co. international plc, london (zurich branch) authorized and regulated by eidgenössische finanzmarktaufsicht (“finma”). registered office: beethovenstrasse 33, 8002 zurich, switzerland.

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outside the us uu. In the US and EU, Eaton Vance Materials are issued by Eaton Vance Management (International) Limited (“EVMI”) 125 Old Broad Street, London, EC2N 1AR, UK, which is licensed and regulated in the UK by the Authority of financial conduct.

italy: msim fmil (milan branch), (sede secondaryria di milano) palazzo serbelloni corso venezia, 16 20121 milano, italy. the netherlands: msim fmil (amsterdam branch), rembrandt tower, 11th floor amstelplein 1 1096ha, the netherlands. france: msim fmil (paris branch), 61 rue de monceau 75008 paris, france. spain: msim fmil (madrid branch), calle serrano 55, 28006, madrid, spain.

middle east

dubai: msim ltd (representative office, unit compound 3-7th floor-unit 701 and 702, level 7, gate 3 compound building, dubai international financial center, dubai, 506501, united arab emirates. phone: +97 (0)14 709 7158).

evmi uses a middle east third party organization, wise capital (middle east) limited (“wise capital”), to promote eaton vance’s investment capabilities to institutional investors. For these services, Wise Capital is paid a fee based on the assets Eaton Vance provides investment advice to after these introductions.

united states

A separately managed account may not be suitable for all investors. separate accounts managed in accordance with the strategy include a number of securities and will not necessarily track the performance of any index. Carefully consider the strategy’s investment objectives, risks and fees before investing. a minimum level of assets is required. For important information about Investment Managers, please see Form Adv Part 2.

Carefully consider the investment objectives, risks, charges and expenses of the funds before investing. the prospectuses contain this and other information about the funds. To obtain a morgan stanley funds prospectus, download it at morganstanley.com/im or call 1-800-548-7786. Please read the prospectus carefully before investing.

morgan stanley distribution, inc. serves as a distributor for morgan stanley funds.

not fdic insured | offer without bank guarantee | may lose value | not insured by any agency of the federal government | it is not a deposit

hong kong: This material has been issued by morgan stanley asia limited for use in hong kong and will only be available to “professional investors” as defined in the hong kong securities and futures ordinance. kong (chap. 571). The content of this material has not been reviewed or approved by any regulatory authority, including the Hong Kong Securities and Futures Commission. accordingly, except where an exemption is available under applicable law, this material will not be broadcast, circulated, distributed, directed or made available to the public in hong kong. singapore: this material should not be considered as being the subject of an invitation for subscription or purchase, either directly or indirectly, to the public or any member of the public in singapore other than (i) an institutional investor under section 304 of the Singapore Securities and Futures Act, Chapter 289 (“SFA”); (ii) to a “relevant person” (including an accredited investor) pursuant to section 305 of the sfa, and such distribution is made pursuant to the conditions specified in section 305 of the sfa; or (iii) otherwise pursuant to, and in accordance with the terms of, any other applicable provision of the sfa. This publication has not been reviewed by the Monetary Authority of Singapore. Eaton Vance Management International (Asia) Pte. limited. (“evmia”) holds a capital markets license under the singapore securities and futures act (“sfa”) to carry out, among other things, fund management, is an exempt financial adviser pursuant to the Financial Advisers Act, section 23(1)(d). ) and is regulated by the Monetary Authority of Singapore (“MAS”). Eaton Vance Management, Eaton Vance Management (International) Limited and Parametric Portfolio Associates® LLC has an exemption under Paragraph 9, 3rd SFA Program in Singapore to conduct fund management activities under an agreement with EVMIA and subject to certain conditions. none of the other entities or affiliates of the eaton vance group are licensed, approved or authorized in singapore to engage in regulated or licensed activities and nothing in this material shall constitute or be construed to imply that these entities or affiliates are licensed, approved, authorized or regulated in singapore, or offering or marketing its services or products. Australia: This publication is distributed in Australia by Morgan Stanley Investment Management (Australia) Pty Limited ACN: 122040037, AFSL No. 314182, who accept responsibility for its content. this publication, and any access to it, is intended solely for “wholesale customers” within the meaning of Australian corporations law. evmi is exempt from the requirement to hold an australian financial services license under the companies act in respect of the provision of financial services to wholesale clients, as defined in the companies act 2001 (cth) and under the asic companies instrument (repeal and transition) 2016/396. Calvert Research and Management, ARBN 635 157 434 is regulated by the United States. securities and exchange commission under u.s. laws that differ from Australian laws. calvert research and management is exempt from the requirement to hold an australian financial services license under class order 03/1100 in respect of providing financial services to wholesale clients in australia.

japan: for professional investors, this material is distributed or distributed for informational purposes only. For those who are not professional investors, this material is provided in connection with Morgan Stanley Investment Management (Japan) Co., Ltd. (“msimj”) with respect to discretionary investment management agreements (“ima”) and investment advisory agreements (“iaa”). this is not for the purpose of a recommendation or solicitation of transactions or offers of particular financial instruments. under an ima, with respect to the management of a client’s assets, the client prescribes basic management policies in advance and instructs msimj to make all investment decisions based on an analysis of the value, etc., of the securities, and msimj accepts such commission. The client must delegate to msimj the necessary powers to make the investment. msimj exercises the delegated powers based on msimj’s investment decisions, and the client will not give individual instructions. all investment gains and losses belong to clients; the principal is not guaranteed. consider the investment objectives and the nature of the risks before investing. as an investment advisory commission for an iaa or an ima, the amount of the assets object of the contract multiplied by a certain rate (the upper limit is 2.20% per annum (taxes included)) will accrue in proportion to the duration of the contract. For some strategies, a contingency fee may be incurred in addition to the fee mentioned above. You may also incur indirect charges, such as built-in securities brokerage fees. Since these charges and expenses are different depending on the contract and other factors, msimj cannot present the rates, maximum limits, etc. in advance. All clients should carefully read the documents provided prior to entering into a contract before executing an agreement. this material is released in japan by msimj, registered no. 410 (Director of Kanto Local Financial Office (Financial Instrument Firms)), Membership: Japan Securities Dealers Association, Japan Investment Trusts Association, Japan Investment Advisers Association, Japan Association of Investment Advisers Type II financial instrument companies.

© 2022 Morgan Stanley. All rights reserved. 4255056 expiration 01/31/2023

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