Across Europe, we think structural change is leading to increasingly compelling opportunities for investors.
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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...
Get the bigger picture of Putnam's views and insights.
Our outlook for earnings growth is a bit more cautious for the coming year.
Despite jittery global markets, we believe consumer and trade data point to a balanced and healthy U.S. economy.
When an asset price collapses, the pain is quick and concentrated, but the benefits tend to be more widely dispersed.
Oil prices are often volatile, but we see some longer term factors at work on both the supply side and the demand side of energy markets.
The importance of the Barclays U.S. Aggregate Bond Index in the investment world might outweigh the attractiveness of its risk and reward profile.
While companies strive to meet market expectations, it's often the unexpected changes in markets that can create opportunities for active managers.