Despite ups and downs in quarterly GDP, we see trends that herald the economy’s return to the “old normal,” pre-financial crisis pace of growth.
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Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.
We are concerned about some challenges to U.S. equities — including a potentially difficult environment for earnings growth in 2015.
Get the bigger picture of Putnam's views and insights.
While retail sales have been rather weak, key elements of consumer spending on services, including housing, are growing.
We think there is a possibility that the Fed could raise rates at just about any time, including between meetings.
Fundamental research offers a guide to the risk that low oil prices pose to energy companies with high yield debt.
The surge in North American production has reshuffled risk and investment opportunities in the global energy sector.
Across Europe, we think structural change is leading to increasingly compelling opportunities for investors.
A recent public spending plan in China suggests authorities may be revisiting old habits.