Policy and economic uncertainty increase the importance of flexible portfolio strategies that can maneuver around risks.
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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.
Get the bigger picture of Putnam's views and insights.
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.
Despite worrisome headlines about the economy, recent data show only a modest loss of momentum.
Stock market rallies often need to climb a wall of worry, and we see that wall getting higher.
We see more attractive fixed income risks outside of interest rates, in part because U.S. economic growth may warrant more rate hikes by the Fed.