What November means for 2019
The events of November provide a fresh view of two key risks facing the economy in 2019 — a hawkish Fed and an escalation of the trade war.
The events of November provide a fresh view of two key risks facing the economy in 2019 — a hawkish Fed and an escalation of the trade war.
The municipal bond market will likely see a reduction in supply in 2018 because of certain provisions in the new tax reform law.
The market sees a more hawkish Fed in the December 2016 rate hike, but we see see signs of a dove in the Fed’s dot plot.
Stable value portfolios that avoid traditional GICs may be missing a diversification opportunity that also offers liquidity.
With the Fed embarked on a cycle of interest rate increases, investors face a challenge to navigate rates in their fixed-income portfolios.
Putnam’s macroeconomic research identifies factors that point to continued weakness in the long-term growth potential of several major developed countries.
Home construction is falling behind the pace of new household formation, creating an imbalance between housing supply and demand.
Fundamental research offers a guide to the risk that low oil prices pose to energy companies with high yield debt.
The importance of the Barclays U.S. Aggregate Bond Index in the investment world might outweigh the attractiveness of its risk and reward profile.