D. William Kohli, Michael V. Salm, and Paul D. Scanlon, CFA, author at Putnam Perspectives

Headwinds buffet emerging-market debt

Higher interest rates can challenge any fixed-income market, but rate increases in advanced economies can cause particular difficulty for emerging markets.

What may unlock consumer spending

While retail sales have been rather weak, key elements of consumer spending on services, including housing, are growing.

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Outlook (45)

Macroeconomics (47)

International (60)

Fixed income (77)

Equity (74)

Global sector (20)

Asset Allocation (19)

Old thinking in China raises doubts

A recent public spending plan in China suggests authorities may be revisiting old habits.

Why the economy looks solid

Despite jittery global markets, we believe consumer and trade data point to a balanced and healthy U.S. economy.

Wishing for a weak euro

We have concerns about the indirect approach of the European Central Bank as it seeks to use a weak euro to stimulate growth.

Reading inflation: “Noise” or wake-up call?

The Fed may be downplaying signs of inflationary pressures that have been building in recent months.

Putnam Perspectives

Research insights from active investors

Posts by: D. William Kohli, Michael V. Salm, and Paul D. Scanlon, CFA

Headwinds buffet emerging-market debt

What may unlock consumer spending

Topics

Old thinking in China raises doubts

Why the economy looks solid

Wishing for a weak euro

Reading inflation: “Noise” or wake-up call?