Are international stocks truly cheap?
On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.
Putnam Perspectives
Research insights from active investors
Posts by: Shep Perkins, CFA, and Simon Davis
Just how cheap are European equities?
Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.
Proceeding toward Brexit: The risks for investors
With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.
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...
Slumping world offers recovery potential
Europe and Japan, facing structural challenges, offer underappreciated recovery potential, even as emerging markets face new headwinds.
ECB policies navigate uncharted waters
The European Central Bank is undertaking measures to reduce the risk of deflation and encourage lending, but they are not a guaranteed cure for the region.