Proceeding toward Brexit: The risks for investors
With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.
Putnam Perspectives
Research insights from active investors
Posts from category: 2
Why Brexit would spell trouble for the United Kingdom
Several risks exist for U.K. stocks and European markets if what is known as Brexit wins approval from British voters.
Be selective in emerging markets
The picture in emerging markets is vastly different today than in the mid- to late-1990s, when nearly all EM countries issued debt in U.S. dollars.
New horizon for corporate governance
Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.
Reasons for optimism about Europe
Across Europe, we think structural change is leading to increasingly compelling opportunities for investors.
Abenomics reaches the boardroom
With the economic changes instituted under Prime Minister Shinzo Abe since he took office in December 2012 slowly taking effect in Japan, companies are increasingly under pressure to deliver...
Slumping world offers recovery potential
Europe and Japan, facing structural challenges, offer underappreciated recovery potential, even as emerging markets face new headwinds.
ECB policies navigate uncharted waters
The European Central Bank is undertaking measures to reduce the risk of deflation and encourage lending, but they are not a guaranteed cure for the region.
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...