Market outlook remains positive

Market outlook remains positive

Despite the end of QE3 and other sources of risk, Putnam’s market outlook sees attractive potential in stocks and in our diverse fixed-income strategies.

Is the Fed fighting the last war?

Is the Fed fighting the last war?

In recent posts, we have approached the problem of the outlook for interest rates by outlining the questions that surround the potential growth rate of the U.S. economy. It is established that this rate is heavily influenced by conditions in the labor market. New workers are joining the labor force at a slower pace than

Markets put macro risks in perspective

Markets put macro risks in perspective

Since the 2008 market dislocation, fixed-income investors have been prone to anticipate another major macroeconomic crisis, but there are signs developing that macro risks may be easing and more normal market conditions are taking root.