The broader meaning of a better earnings harvest
We believe the earnings recession in 2015 and the first half of 2016 marked the beginning of a new earnings cycle.
Putnam Perspectives
Research insights from active investors
Posts from category: Outlook
Can Trump follow Reagan’s playbook?
Trump administration fiscal policy is expected to be similar to Ronald Reagan's measures, but economic conditions today are much different than in 1981.
Italy’s bank troubles challenge EU
Troubled banks in Italy pose a new challenge to the EU, one that has been compounded by the U.K.'s vote in favor of Brexit.
Weighing the risks in the market cycle
At this point of the market cycle — nearly seven years after the last bear market — positive and negative forces have struck a near balance.
Constrained credit threatens growth
Stock market rallies often need to climb a wall of worry, and we see that wall getting higher.
New research road tests alternatives
New Putnam research offers insights to help to set performance expectations for alternative strategies under actual market conditions.
Don’t expect a “heads up” from the Fed
The Fed’s rate hike will probably come without warning.
Why the Fed might move in June
We think there is a possibility that the Fed could raise rates at just about any time, including between meetings.
Why low oil prices may last
Oil prices are often volatile, but we see some longer term factors at work on both the supply side and the demand side of energy markets.