The importance of the Barclays U.S. Aggregate Bond Index in the investment world might outweigh the attractiveness of its risk and reward profile.
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While companies strive to meet market expectations, it's often the unexpected changes in markets that can create opportunities for active managers.
Shifting priorities for state and local municipalities is limiting new issuance of municipal bonds, data shows, and the profile of investors is changing.
Get the bigger picture of Putnam's views and insights.
The difference between U.S. and European economic growth trajectories may come down to policy paths taken or not taken.
Oil and other commodities look unattractive from a return perspective, but their diversification potential may be improving.
Europe and Japan, facing structural challenges, offer underappreciated recovery potential, even as emerging markets face new headwinds.
Wage growth has been missing from the current recovery, but the conditions are in place to test whether this is a structural challenge for the Fed.
We have concerns about the indirect approach of the European Central Bank as it seeks to use a weak euro to stimulate growth.
In the aftermath of U.S. mid-term elections, it is worth noting the performance of stocks during similar periods in history.