Deglobalization creates new winners in China
The trade war, pandemic, and the Made in China 2025 initiative are resulting in a deglobalization trend and opportunities in China.
The trade war, pandemic, and the Made in China 2025 initiative are resulting in a deglobalization trend and opportunities in China.
As the economy continues to be challenged by the COVID-19 pandemic, we are seeing two notable trends in the U.S. housing industry.
Disruptive change is often the force that enables small companies to compete against their larger peers.
Our investments in the communications sector help illustrate our intrinsic value approach to finding opportunities.
Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.
Many businesses that have been resilient and strong during the COVID-19 crisis are likely to become even stronger in the aftermath.
Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.
The financials sector has been among the hardest hit from the COVID-19-induced equity market selloff, but there are reasons for optimism.
Putnam’s health-care analysts and portfolio managers offer their outlooks and perspectives on key aspects of the COVID-19 pandemic.