Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.
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We are concerned about some challenges to U.S. equities — including a potentially difficult environment for earnings growth in 2015.
While retail sales have been rather weak, key elements of consumer spending on services, including housing, are growing.
Get the bigger picture of Putnam's views and insights.
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.
With the economic changes instituted under Prime Minister Shinzo Abe since he took office in December 2012 slowly taking effect in Japan, companies are increasingly under pressure to deliver...