Despite ominous headlines, economic growth appears reasonably stable, which may be supportive of risk assets.
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Putnam's macroeconomic research identifies factors that point to continued weakness in the long-term growth potential of several major developed countries.
New Putnam research offers insights to help to set performance expectations for alternative strategies under actual market conditions.
Get the bigger picture of Putnam's views and insights.
Concerns linger that the causes of the August market selloff could continue to trouble markets, but it's important to consider fundamentals.
With some investors questioning the merits of maintaining a bond allocation, our investigation of asset correlations provides insights.
Our analysis of TFP — Total Factor Productivity — gives us confidence that innovation can sustain long-term economic growth at pre-2008 levels.
Energy sector struggles and the strong dollar are likely to continue to weigh on earnings.
Home construction is falling behind the pace of new household formation, creating an imbalance between housing supply and demand.
Higher interest rates can challenge any fixed-income market, but rate increases in advanced economies can cause particular difficulty for emerging markets.