Putnam Perspectives

Research insights from active investors

Posts by: Simon Davis

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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Germany shines amid dark clouds

While Germany emerged from Europe’s recent turmoil with accelerating economic growth and strengthening exports, the Eurozone still faces imbalances. Growth accelerated despite debt turmoil For the second quarter, Germany...

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Sovereign debt troubles weaken euro

The importance of investment diversification took on more prominence in recent weeks, as sovereign debt concerns in Greece and other European Union (EU) countries played a role in increasing...

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