With some investors questioning the merits of maintaining a bond allocation, our investigation of asset correlations provides insights.
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Our analysis of TFP — Total Factor Productivity — gives us confidence that innovation can sustain long-term economic growth at pre-2008 levels.
Energy sector struggles and the strong dollar are likely to continue to weigh on earnings.
Get the bigger picture of Putnam's views and insights.
Home construction is falling behind the pace of new household formation, creating an imbalance between housing supply and demand.
Higher interest rates can challenge any fixed-income market, but rate increases in advanced economies can cause particular difficulty for emerging markets.
While energy consumption had been relatively stable in the developed world, supply has continued to expand.
The Fed’s rate hike will probably come without warning.
The picture in emerging markets is vastly different today than in the mid- to late-1990s, when nearly all EM countries issued debt in U.S. dollars.
Despite the disruption in the high-yield bond sector caused by lower energy prices, it may not be a buying opportunity.