Skip to content
Active InsightsAsset allocationBDC ETFEquityExchange-traded fundsFixed incomeGlobal sectorInternationalLarge Cap ValueMacroeconomicsOutlookSustainable investing   Search

Putnam Investments Putnam Perspectives

More from Putnam
Blogs
Advisor Tech Tips Wealth Management
Sites
Financial Advisors Individual Investors DC Investment Only Institutional Investors
  • Asset allocation
  • Equity
  • Fixed income
  • Global sector
  • International
  • Large Cap Value
  • Macroeconomics
  • Outlook
  • Sustainable investing

Category: International

The Fed walks a line between inflation and financial stability
Fixed income International Macroeconomics

The Fed walks a line between inflation and financial stability

Given the fragilities in financial markets, the Fed will likely move cautiously in monetary tightening to fight inflation.

Will interest rates go down?
Fixed income International Macroeconomics

Will interest rates go down?

Our base case for our strategy remains that a recession will wipe out excess savings, and the relatively low interest-rate environment will return.

Where to watch for job losses, by sector
Fixed income International Macroeconomics

Where to watch for job losses, by sector

Young businesses are a major source of employment, a key variable determining the economic cycle.

Expect a pause, not a pivot, as savings fuel spending
Fixed income International Macroeconomics

Expect a pause, not a pivot, as savings fuel spending

In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.

High job openings signal wage-price spiral
Fixed income International Macroeconomics

High job openings signal wage-price spiral

Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.

Covid-related labor imbalances complicate Fed’s inflation fight
Fixed income International Macroeconomics

Covid-related labor imbalances complicate Fed’s inflation fight

Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.

Cracks emerge in Europe’s resilience
Fixed income International Macroeconomics

Cracks emerge in Europe’s resilience

Recent economic data and the outlook for energy supplies are casting doubt on whether Europe has the resilience to withstand a recession.

U.S. recession ifs and whens
Fixed income International Macroeconomics

U.S. recession ifs and whens

The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.

China sets ambitious growth target despite new lockdowns
Fixed income International Macroeconomics

China sets ambitious growth target despite new lockdowns

China boosts fiscal spending to support its growth target in 2022 amid lockdowns in Shanghai and other cities.

  • 1
  • 2
  • …
  • 11
  • »
Putnam Investments
Follow us

Any Putnam funds referenced in the above articles are not available for sale outside the United States.

Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

A Member of the Power Financial Corporation Group of Companies™

In the United States, mutual funds are distributed by Putnam Retail Management.

Top