With the United Kingdom beginning to move foward with Brexit, we see risks to the economy, the pound, and the markets.
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Seven years into this bull market, defensive sectors have leading performance, and may be signaling more attractive opportunities elsewhere.
Troubled banks in Italy pose a new challenge to the EU, one that has been compounded by the U.K.'s vote in favor of Brexit.
Get the bigger picture of Putnam's views and insights.
The July 1 Puerto Rico default highlights the risk of negative headlines for an asset class that is generally in solid fundamental condition.
A widely followed measure of investor sentiment is showing historically low levels of bullishness. This pessimism could be good news for equities.
Several risks exist for U.K. stocks and European markets if what is known as Brexit wins approval from British voters.
An earnings recession can be a sign of market weakness, but for investors it has much different implications than an economic recession.
Policy and economic uncertainty increase the importance of flexible portfolio strategies that can maneuver around risks.
Investors looking at equity allocations should consider the wide valuation dispersion between growth and value stocks in today’s market.