We see more attractive fixed income risks outside of interest rates, in part because U.S. economic growth may warrant more rate hikes by the Fed.
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Beneath dire headlines about plunging markets, we are seeing value opportunities assert themselves.
Markets offered a number of surprises in 2015 — quickly catch up on major events and the thinking of Putnam portfolio managers with this dynamic timeline.
Get the bigger picture of Putnam's views and insights.
Classifying alternative investment strategies by objective can help to illuminate the benefits they offer to portfolio diversification.
Despite ominous headlines, economic growth appears reasonably stable, which may be supportive of risk assets.
Putnam's macroeconomic research identifies factors that point to continued weakness in the long-term growth potential of several major developed countries.
New Putnam research offers insights to help to set performance expectations for alternative strategies under actual market conditions.
Concerns linger that the causes of the August market selloff could continue to trouble markets, but it's important to consider fundamentals.
With some investors questioning the merits of maintaining a bond allocation, our investigation of asset correlations provides insights.