Morgan Stanley · NYSE:MS
Morgan Stanley — Fact Sheet (May 2025)
22 slides from Morgan Stanley's fact sheet, May 9, 2025
Slide 1: Weekly One Pager As of May 9, 2025
Weekly Focus Weekly One Pager As of May 9, 2025 WEEKLY HIGHLIGHTS • The longest winning streak since 2004 Equity Global Price 1-Wk % 1-Mo. % YTD % 1-Year % 3-Year % 1 Currencies ($ per) Price 1-Mo. 1-Year 3-Year S&P 500 5,660 -0.45 3.81 -3.35 10.00 14.06 US Dollar Index 100.34 102.90 105.23 103.65 e
Slide 2: Staying on Track Through Market Corrections
Staying on Track Through Market Corrections • Market corrections, though common, can be unsettling – especially when your hard-earned savings are earmarked for important goals. When emotions are high, it’s easy to make a mistake with a long-term impact. • Timing the market, while tempting to attempt
Slide 3: Volatility Can Bring Out Our Worst Biases
Volatility Can Bring Out Our Worst Biases • Source: Morgan Stanley Wealth Management GIO. Volatility is a statistical measure of the dispersion of returns for a given security or market index. Volatility can either be measured by using the standard deviation or variance between returns from that sam
Slide 4: Don’t Let Emotions Get in the Way
Don’t Let Emotions Get in the Way Having a plan and sticking to it can help you avoid common mistakes, such as buying and selling at the wrong time out of panic or exuberance. EUPHORIA ANXIETY THRILL POINT OF DENIAL MAXIMUM EXCITEMENT OPPORTUNITY FEAR OPTIMISM DESPERATION OPTIMISM PANIC RELIEF POINT
Slide 5: Behavioral Mistakes Are Common When You’re Most Vulnerable
Behavioral Mistakes Are Common When You’re Most Vulnerable Unlike younger investors, investors near the beginning of retirement liquidated their savings during the 2008-2009 Financial Crisis. By locking-in their losses, they began retirement with significantly less wealth even as the market recovere
Slide 6: Trying to Wait Out Rough Markets Often Means Missing the Recovery
Trying to Wait Out Rough Markets Often Means Missing the Recovery Consider a hypothetical investor nearing retirement that liquidates their portfolio during the 2008-2009 Financial Crisis. Sitting on the sidelines for one year resulted in 14% less wealth entering retirement than staying invested. Hy
Slide 7: Market Lows Can Signal Strong Future Potential Returns
Market Lows Can Signal Strong Future Potential Returns Selling during market drawdowns often means missing out on a strong recovery. Average Forward S&P 500 Total Return 1927-2024 40% Invest at Two-Year Low Invest at All-Time High Invest on Any Day 35% 34.1% 31.2% 30% 28.2% Average Forward Return 24
Slide 8: Market Timing Can Be a Costly Strategy
Market Timing Can Be a Costly Strategy Market timing is difficult for any investor. What’s more, it runs the risk of missing out on the market’s best days, which are crucial for long-run returns. The Best Days Often Happen During the Worst Times1 Stay Invested to Ensure You Don’t Miss the Market’s B
Slide 9: Markets Rarely Finished the Year at Their Sharpest Intra-Year Lows
Markets Rarely Finished the Year at Their Sharpest Intra-Year Lows S&P 500 Annual Price Change and Intra-Year Declines Data through April 11, 2025 65 The average intra-year drop is 14% with positive annual returns 34 of 46 years. 45 34.1 31.0 29.6 28.9 25.8 26.3 27.3 26.3 26.7 26.4 26.9 23.5 24.2 23
Slide 10: Over the Long Term, S&P 500 Has Grown Despite Negative Events
Over the Long Term, S&P 500 Has Grown Despite Negative Events S&P 500: Growth of $100 Monthly data: January 31, 1926 – March 31, 2025 $1,827,402 COVID-19 $1,000,000 Tech Boom $100,000 September Financial 11th Crisis 1987 $10,000 Crash Vietnam War Nixon Resigns Log Scale Cuban Missile $1,000 Crisis K
Slide 11: Important disclosures
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. The sole purpose of this material is to inform, and it in no way is intended to be an ofer or solicitation to purchase or sell any security, other investment or ser
Slide 12: manager due diligence process are equally important factors for investors when considering managers for
manager due diligence process are equally important factors for investors when considering managers for use through an investment advisory program. Factors including, but not limited to, manager turnover and changes to investment process can partially or fully negate a positive Adverse Active Alpha
Slide 13: Management or its afliates receive compensation from, or otherwise related to, those investment managers
Management or its afliates receive compensation from, or otherwise related to, those investment managers or mutual funds. For example, a Financial Advisor may suggest that GIMA evaluates an investment manager or fund in which a portion of his or her clients’ assets are already invested. While such a
Slide 14: Nontraditional investment options and strategies are often employed by a portfolio manager to further
Nontraditional investment options and strategies are often employed by a portfolio manager to further a fund’s investment objective and to help ofset market risks . However, these features may be complex, making it more difcult to understand the fund’s essential characteristics and risks, and how it
Slide 15: Structured Investments are complex and not appropriate for all investors. An investment in Structures
Structured Investments are complex and not appropriate for all investors. An investment in Structures Investments involve risks. These risks can include but are not limited to: (1) Fluctuations in the price, level or yield of underlying instruments, interest rates, currency values and credit quality
Slide 16: It should be noted that the majority of hedge fund indexes are comprised of
It should be noted that the majority of hedge fund indexes are comprised of hedge fund manager returns. This is in contrast to traditional indexes, which are comprised of individual securities in the various market segments they represent and ofer complete transparency as to membership and construct
Slide 17: Virtual Currency Products (Cryptocurrencies)
Virtual Currency Products (Cryptocurrencies) Buying, selling, and transacting in Bitcoin, Ethereum or other digital assets (“Digital Assets”), and related funds and products, is highly speculative and may result in a loss of the entire investment. Risks and considerations include but are not limited
Slide 18: like other investors have, you can lose some or all of your holdings of
like other investors have, you can lose some or all of your holdings of Digital Assets. - Unlike US banks and credit unions that provide certain guarantees of safety to depositors, there are no such safeguards provided to Digital Assets held in digital wallets by their providers or by regulators. -
Slide 19: independent decision. This material is not a fnancial plan and does not create an
independent decision. This material is not a fnancial plan and does not create an investment advisory relationship between you and your Morgan Stanley Financial Advisor. We are not your fduciary either under the Employee Retirement Income Security Act of 1974 (ERISA) or the Internal Revenue Code of
Slide 20: with the beneft of hindsight. Actual performance results of accounts vary due to, for
with the beneft of hindsight. Actual performance results of accounts vary due to, for example, market factors (such as liquidity) and client-specifc factors (such as investment vehicle selection, timing of contributions and withdrawals, restrictions and rebalancing schedules). Clients would not nece
Slide 21: depending on market conditions. Unlike bonds and stocks, precious metals do not make interest
depending on market conditions. Unlike bonds and stocks, precious metals do not make interest or dividend payments. Therefore, precious metals may not be appropriate for investors who require current income. Precious metals are commodities that should be safely stored, which may impose additional co
Slide 22: Because of their narrow focus, sector investments tend to be more volatile than investments
Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies. Technology stocks may be especially volatile. Risks applicable to companies in the energy and natural resources sectors include commodity pricing risk, supply