A widely followed measure of investor sentiment is showing historically low levels of bullishness. This pessimism could be good news for equities.
Research reflects our New Ways of Thinking
- A global research platform dedicated to active, fundamental research across industry sectors and individual securities.
- Sharing of insights from equity and fixed-income analysis to identify opportunities and anticipate risks.
- A culture that fosters independent ideas, rigorous debate, and individual accountability.
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.
Get the bigger picture of Putnam's views and insights.
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.
At this point of the market cycle — nearly seven years after the last bear market — positive and negative forces have struck a near balance.
The Fed's “dot plot” in March, representing individual forecasts by 17 Fed policymakers, showed a reduction in the number of rate hikes for 2016.
A majority of the companies in the S&P 500 Index have increased their dividend each year for several years running.
With the Fed embarked on a cycle of interest rate increases, investors face a challenge to navigate rates in their fixed-income portfolios.