Why there’s nothing wrong with a “just right” market
When assessing the markets and economy the media often looks for drama, but headlines are our least-used investment tool.
Putnam Perspectives
Research insights from active investors
Posts from category: Equity
Value benefits from an expanding economy
Value stocks have lagged the market in 2017, but if the economy continues to expand, rates rise, and the yield curve steepens, this trend could reverse.
Spotting unexpected turns in the growth and value cycle
While a diversified portfolio should include both growth and value, today’s valuations and economy point to a value cycle.
Why investor pessimism may be a good sign
Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.
Crisis abated, it’s time to dust off the old playbook
Today's pro-cyclical, rising rate environment has a playbook with historical precedent.
Why rates matter to stocks, too
Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.
Six facts about Dow 20,000
The 20,000 milestone reached by the Dow Jones Industrial Average (DJIA) garnered major media attention, but that’s due more to the fame of the index.
Does the market rally really depend on Trump?
The bullish case for stocks assumes that the Trump tax reforms and spending increases will be implemented, but Washington can be unpredictable.
Taking the temperature of the January effect
Is the so-called January Effect a real opportunity for investors, or is it too well-known to be exploited? We offer a number of perspectives.