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 higher returns on equity for their investors. Financially, these companies are in an enviable position, with sufficient assets and cash on their balance sheets to be …
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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.
Get the bigger picture of Putnam's views and insights.
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.
Shifting priorities for state and local municipalities is limiting new issuance of municipal bonds, data shows, and the profile of investors is changing.
The difference between U.S. and European economic growth trajectories may come down to policy paths taken or not taken.