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Investment Outlook 2022: A Hotter Cycle

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Risk considerations

applause Data for change in accordance with economic conditions. The return is just one factor to consider when making an investment decision.

Securities May vary in response to news about companies, industries, market conditions and general economic environment.

Connections Interest rate risk data. As interest rates rise, bond prices fall; in general, the longer the maturity, the more sensitive it is to this risk. The debentures may also be subject to a purchase risk, which is the risk that the issuer will redeem the debt of its choice, in full or in part, before the planned repayment date. The market value of debt instruments may vary, and the proceeds from pre-repayment sales may be more or less than the amount originally invested or the repayment value due to changes in market conditions or changes in the issuer’s credit quality. The bonds are subject to the issuer’s credit risk. This is the risk that the issuer will not be able to make interest and / or principal payments on time. Bonds are also subject to a reinvestment risk, which is the risk that principal payments and / or interest on a given investment may be reinvested at a lower interest rate.

Allocation of assets and diversification Do not guarantee profit or protect against loss in declining financial markets.

Rebalancing Does not protect against loss in declining financial markets. There may be possible tax implications with a rebalancing strategy. Investors should consult their tax advisor before implementing such a strategy.

Because of their narrow focus, Sector investments Tend to be more volatile than investments that are diversified across many sectors and companies. Technology stocks May be particularly volatile.

International investments Involves greater risk as well as greater potential rewards compared to investing in the US. These risks include political and economic uncertainties of foreign countries as well as risk of currency fluctuations. These risks are increased in countries with emerging markets as these countries may have relatively unstable governments and markets And less established economies.

Investing in foreign emerging markets Involves greater risks than those typically associated with domestic markets, such as political, currency, economic and market risks.

Investment in goods Carries significant risks. Commodity prices may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand, (ii) governmental plans and policies, (iii) national and international political and economic events, war and terrorist incidents, (iv) changes in interest rates and exchange rates , (v) commodity trading activities and related contracts, (vi) epidemic, technological and weather changes, and (vii) commodity price volatility. Also, commodity markets are subject to temporary distortions or other disruptions resulting from various factors, including liquidity, speculative participation and government intervention.

Certain securities mentioned in this material may not be listed under the U.S. Securities Act of 1933, as amended, and if not, they may not be offered or sold without exemption from it. Exercise of rights or performance of obligations under any securities / instruments transaction.

Revelations

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker in the United States. This material has been prepared for informational purposes only and does not constitute an offer to buy or sell or solicitation of any offer to buy or sell any other security or financial instrument or to participate in any trading strategy. Past performance is not necessarily a guide to future performance.

The author (s) (if there are any writers) who are primarily responsible for preparing this material receive compensation based on various factors, including the quality and accuracy of their work, company revenue (including trading and capital market revenue), customer feedback and competitive factors. Morgan Stanley Wealth Management is involved in many businesses that may relate to the companies, securities or instruments mentioned in this material.

This material has been prepared for informational purposes only and does not constitute an offer to buy or sell or solicitation for any offer to buy or sell any security / instrument, or to participate in any trading strategy. Any such offer will be made only after a potential investor has completed his or her own independent inquiry into the securities, instruments or transactions, and obtained all the information necessary to make his own investment decision, including, where applicable, a review of each offer or memorandum describing such security or instrument. This information will contain material information that is not included in this document and to which potential participants are referred. This material is based on public information as of the date specified, and may be out of date thereafter. We have no obligation to tell you when the information here may change. We make no representations or warranties with respect to the accuracy or completeness of this material. Morgan Stanley Wealth Management is under no obligation to provide up-to-date information on the securities / instruments mentioned here.

The securities / instruments discussed in this material may not be suitable for all investors. The suitability of a particular investment or strategy will depend on the circumstances and personal goals of the investor. Morgan Stanley Wealth Management advises investors to independently evaluate specific investments and strategies, and encourages investors to seek the advice of a financial advisor. The value of investments and income from investments may vary due to changes in interest rates, exchange rates, default rates, prepayment rates, securities / instruments prices, market indices, operating or financial conditions of companies and other issuers or other factors. Estimates for future performance are based on assumptions that may not materialize. Actual events may differ from those assumed and changes in any assumptions may materially affect any forecasts or estimates. Other events that were not taken into account may occur and may significantly affect the forecasts or estimates. Certain assumptions may have been made for model purposes only to simplify the presentation and / or calculation of any forecasts or estimates, and Morgan Stanley Wealth Management does not declare that such assumptions will reflect actual future events. Thus, it can not be guaranteed that estimated returns or forecasts will materialize or that actual returns or performance results will not be materially different from those estimated here.

This material should not be construed as advice or recommendations regarding the allocation of any particular property or investment. This information is not intended, and should not be the primary basis for, any investment decisions you may make. Morgan Stanley Wealth Management does not act as a trustee under the Employee Retirement Income Security Act of 1974, as amended or under section 4975 of the Internal Revenue Code of 1986 as amended in providing this material, unless otherwise provided in writing by Morgan Stanley and / or as described in www.morganstanley.com/disclosures/dol.

Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley financial advisors do not provide legal or tax advice. Each client should always consult their personal and / or legal tax advisor for information regarding their personal situation and learn about any potential or other tax consequences that may result from acting on a particular recommendation.

This material is distributed in Australia to “retail customers” within the meaning of Australian Corporate Law by Morgan Stanley Wealth Management Australia Pty Ltd (ABN 19 009 145 555, Australian Financial Services License No. 240813).

Morgan Stanley’s wealth management is not incorporated into the People’s Republic of China Act (“PRC”) and the material in relation to this report is conducted outside of China. This report will be distributed only at the request of a specific recipient. This report does not constitute an offer to sell or solicit an offer to buy any securities in the PRC. PRC investors must have the relevant qualifications to invest in such securities and must be responsible for obtaining all relevant approvals, licenses, verifications and / or records from the relevant PRC government authorities.

If your financial advisor is located in Australia, Switzerland or the United Kingdom, please note that this report is distributed by Morgan Stanley’s entity where your financial advisor is located, as follows: Australia: Morgan Stanley Wealth Management Australia Pty Ltd (ABN 19 009 145 555, AFSL ‘240813); Switzerland: Morgan Stanley (Switzerland) AG supervised by the Swiss Financial Markets Authority; Or United Kingdom: Morgan Stanley Private Wealth Management Ltd, authorized and regulated by the Financial Conduct Authority, approves for the purposes of section 21 of the Services and Financial Markets Act 2000 this material for distribution in the United Kingdom.

Morgan Stanley Wealth Management does not act as a municipal advisor to any municipal entity or person liable within the meaning of section 15B of the Stock Exchange Act (the “Municipal Adviser Act”), and the opinions or views contained herein are not intended, and do not constitute, advice within the meaning of the Municipal Adviser.

This material is distributed in the United States of America by Morgan Stanley Smith Barney LLC.

Third party data providers do not give any warranty or representations of any kind regarding the accuracy, completeness or timeliness of the data they provide and will not be liable for any damage of any kind related to this data.

This material, or any portion thereof, may not be printed, sold or distributed without the written consent of Morgan Stanley Smith Barney LLC.

© 2021 Morgan Stanley Smith Barney LLC. SIPC member.

CRC # 3947263 (12/22)

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