Morgan Stanley IM: Video - Ten Key Themes for 2024
Video
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.
27.03.2024 | 06:22 Uhr
To learn more, please checkout Jitania's Key Themes for 2024 Big Picture:
See below for more important disclosures.
Definitions: A 60/40 Portfolio
refers to 60% U.S. equities/40% U.S. bonds. U.S. equities are
represented by the S&P 500 Total Return Index (1926-2023) and the
U.S. Market Total Return index (1820-1925), with data provided by Global
Financial Data (GFD). U.S. Bonds are represented by 10-year U.S.
Treasury Total Returns (1820-2023), with data provided by GFD. The
indexes do not include any expenses, fees or sales charges, which would
lower performance. It is not possible to invest directly in an index.
Risk Considerations: There is no
assurance that a portfolio will achieve its investment objective.
Portfolios are subject to market risk, which is the possibility that the
market values of securities owned by the portfolio will decline and
that the value of portfolio shares may therefore be less than what you
paid for them. Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. The risks of investing in emerging market countries are greater than the risks generally associated with investments in foreign developed countries.
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. For the complete content and important disclosures, refer to
the Key Themes for 2024 Big Picture Insight.
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