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GLOBAL INVESTMENT COMMITTEE / COMMENTARY DECEMBER 2014 On the Markets MICHAEL WILSON
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Document Date: 2014-12-01 18:22:20


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City

Stockton / Detroit / /

Company

Real Return MS & Co. / Morgan Stanley & Co. / Barclays US / All US / Lower Your Sights MS & Co. / Utilities Airlines / P 500 Total Return MS & Co. / ANDREW SHEETS Chief Cross-Asset Strategist Morgan Stanley & Co. / ELLEN ZENTNER Senior US Economist Morgan Stanley & Co. / Complicated Commodity Desk Analyst Morgan Stanley & Co. / Government Pension Investment Fund / MARTIN LEIBOWITZ Global Research Strategist Morgan Stanley & Co. / Invesco / /

Continent

Europe / /

Country

Japan / United States / United Kingdom / /

Currency

USD / EUR / /

Event

Reorganization / Security Buyback / /

IndustryTerm

consumer electronics / online retailer / multiline retail / retail / recent retail sales data / cellular services / food / energy / nonspecialty retail / bank / Online retailers / monetary policy tool / oil prices / online gaming / /

MarketIndex

S&P 500 / Nikkei 225 / S&P / EAFE / TOPIX / MSCI EAFE / Barclays US Corporate High Yield / Barclays Aggregate US Bond / S&P 500 and 40 / /

Organization

Similar Movement / Bank of Japan / Bureau of Economic Analysis / GLOBAL INVESTMENT COMMITTEE / Rented Dwellings Vehicle Purchases* Personal Services Apparel Food Away From Home Cellular Phone Service / US Federal Reserve / Federal Reserve’s Quantitative Easing / US Treasury / /

Person

MICHAEL WILSON / VIJAY CHANDAR / CASEY GALLIGAN / Serena Tang / John Glass / ADAM S. PARKER / SUZANNE LINDQUIST / Simeon Gutman / Vincent Sinisi / Thomas Allen / JOHN DILLON / Rick Golod / Kimberly Greenberger / Phanikiran L. Naraparaju / Jay Sole / Shinzo Abe / /

Position

Chief Investment Officer / Prime Minister / PhD Chief US Equity Strategist / Chief Municipal Bond Strategist / Chief US Market Strategist / Financial Advisors / Strategist / Chief Investment Officer Morgan Stanley Wealth Management ANDREW SLIMMON Head / analyst / forward / Market Strategist / Ph.D. Chief Market Strategist / /

Product

Outlook / BLS / /

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