Morgan Stanley Investment Management has released its latest edition of The BEAT for June 2025, providing insights into the current investment environment. The Portfolio Solutions Group within Morgan Stanley offers a wide range of asset strategies and portfolio solutions, encompassing both traditional and alternative assets.
The firm emphasizes that "there is no assurance that a portfolio will achieve its investment objective," noting the various risks associated with market investments. These include potential declines in market values due to economic events, natural disasters, or geopolitical conflicts. The statement warns investors about the volatility and liquidity risks inherent in different asset classes such as equity securities, fixed-income securities, mortgage- and asset-backed securities, and real estate investment trusts.
Furthermore, Morgan Stanley highlights that "past performance is no guarantee of future results" and advises investors to carefully consider their ability to invest long-term amid market downturns. It also mentions that separately managed accounts may not suit all investors due to differing risk factors compared to specific indices.
Investors are encouraged to seek independent legal and financial advice before making any decisions based on this material. Morgan Stanley clarifies that this communication does not constitute an offer or recommendation for any particular security or strategy but serves purely informational purposes.
The document notes that Eaton Vance is part of Morgan Stanley Investment Management's network. Additionally, it outlines regional distribution arrangements across Europe, the Middle East, Latin America, Asia Pacific regions including Hong Kong, Singapore, Australia, Japan among others.
In conclusion, while providing detailed information on potential investment opportunities and risks through The BEAT newsletter for June 2025 edition; Morgan Stanley reiterates its commitment towards educating investors by sharing insights while ensuring compliance with local regulations across different jurisdictions globally.