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Morgan Stanley's Global Investment Committee Weekly

TedTed
in Fund Discussions
FYI:The Growth Glass Is Half Full. Mixed economic data
reignites concerns about growth; stock and bond markets
take divergent views; jobs and housing data have
positive momentum, supporting consumer confidence;
worries about near-term gasoline prices is a red herring.
Consider stock picking in consumer discretionary sector,
which has strongly underperformed year to date.
Regards,
Ted
http://www2.morganstanley.com/wealth/investmentstrategies/pdfs/gic_assetallocation.pdf

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