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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Morgan Stanley Global Investment Committee Weekly As Of 8/11/14

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  • This is a good read, always. Thank you, Ted!
  • From For What Its Worth Department: My present asset allocation
    Regards,
    Ted

    Cash: 4.30% (MM )
    Stocks 86.6% (Common & Preferred)
    Bonds: 9.10% (investment Grade & Junk)
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