Putnam Perspectives

Research insights from active investors

Posts from category: International

Abenomics reaches the boardroom

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...

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Russia poses new risk for Europe

The annexation of Crimea by Russia led to a sharp sell-off in markets and especially in various Russia-exposed stocks. European companies whose businesses are leveraged to the Russian economy...

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Japan’s reforms face moment of truth

Regarding Japan, we have expressed optimism in recent quarters about the potential economic gains from Prime Minister Abe’s reform program. In 2013, the government and the Bank of Japan...

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