Troubled banks in Italy pose a new challenge to the EU, one that has been compounded by the U.K.’s vote in favor of Brexit.
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The July 1 Puerto Rico default highlights the risk of negative headlines for an asset class that is generally in solid fundamental condition.
A widely followed measure of investor sentiment is showing historically low levels of bullishness. This pessimism could be good news for equities.
Get the bigger picture of Putnam's views and insights.
Several risks exist for U.K. stocks and European markets if what is known as Brexit wins approval from British voters.
An earnings recession can be a sign of market weakness, but for investors it has much different implications than an economic recession.
Policy and economic uncertainty increase the importance of flexible portfolio strategies that can maneuver around risks.
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.
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.