Shifting priorities for state and local municipalities is limiting new issuance of municipal bonds, data shows, and the profile of investors is changing.
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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.
Get the bigger picture of Putnam's views and insights.
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.
Should deflation emerge in Europe, it may pose a more difficult challenge today than in recent years.
Today’s equity landscape brings challenges and opportunities. Read our view on whether U.S. equities still have room to run.