Morgan Stanley's Global Investment Committee Weekly

Ted

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

Crash

Consumer discretionary. Your mention of it reminded me of BRTNX. Not doing very well. But maybe that's to be expected since that sector has underperformed.
http://portfolios.morningstar.com/fund/holdings?t=BRTNX&region=usa&culture=en-US