A lackluster U.S. economic recovery and declining consumer sentiment often get blamed for weak sales at restaurants. However, another important factor has emerged: Fewer women are working outside the...
It can be challenging for a retail manufacturer to break into foreign markets, particularly when draconian import duties lead to price inflation and frustrate the growth of the retailer’s...
Aaron M. Cooper Alexander Rickson, CFA, Quantitative Analyst, Putnam Sustainable Investing team D. William Kohli Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA Brett S. Kozlowski, CFA Christian J. Galipeau Katherine Collins, CFA, MTS, Head of Sustainable Investing and Stephanie Henderson, Analyst, Equity Research Shep Perkins, CFA, and Simon Davis Daniel Farrell David L. Glancy Daniel J. Graña Darren A. Jaroch Paul M. Drury, CFA, Portfolio Manager and Garrett L. Hamilton, CFA, Portfolio Manager Putnam Fixed Income Team Brett Goldstein, CFA, Portfolio Manager, and Seamus Young, CFA, Investment Director Gerard P. Sullivan Darren A. Jaroch, CFA, Portfolio Manager and Caroline G. Edwards, CFA, Senior Investment Director Jason R. Vaillancourt, CFA Jacquelyne J. Cavanaugh Onsel Emre, Ph.D. Jo Anne Ferullo, CFA Joykrishna Mahato Jeffrey B. Sacknowitz Katherine Collins, CFA, MTS D. William Kohli, Michael V. Salm, and Paul D. Scanlon, CFA Michael J. Atkin Mike Dullaghan Michael P. Wands, CFA Michael V. Salm Christian J. Galipeau and Brendan T. Murray, Senior Investment Directors; Seamus S. Young, CFA, Investment Director Andrew N. O'Brien, CFA, Assistant Director of Equity Research, and Di Yao, Portfolio Manager, Analyst Shep Perkins, CFA, Co-Head of Equities, and Elizabeth Rogers, Analyst Paul D. Scanlon Putnam Global Asset Allocation Team Putnam Investments Putnam Tax Exempt Fixed Income Team Putnam Portfolio Managers Robert L. Davis Robert J. Costello III, CFA Robert L. Reynolds Robert L. Salvin Michael V. Salm, Co-Head of Fixed Income, and Brett S. Kozlowski, CFA Sarah A. Marshall Paul D. Scanlon, CFA, Co-Head of Fixed Income | T.L. Tsang, CFA, Analyst Simon Davis Seamus S. Young, CFA Shep Perkins Tucker P. Donahoe Vivek Gandhi Putnam Investments Walter D. Scully Izzet Yildiz, Ph.D., Analyst | Michael J. Atkin, Portfolio Manager | Jo Anne Ferullo, Senior Investment Director
Tourists from China spent more money abroad in 2012 than tourists from any other country. At US$102 billion, Chinese international tourism eclipsed — by 20% — the total amount...
Since the mid 2000s, the rise of the Chinese consumer has transformed global luxury markets, opening new horizons for European companies. The challenge is to harness the buying power...
In emerging markets, the growing strength of the domestic consumer is a powerful long-term investment theme that may benefit a variety of global companies. But while the emerging-market consumer...
While overall consumer spending continues to fluctuate this year between marginal growth and zero growth, luxury spending is experiencing a rebound. Often considered a harbinger for consumer spending in...
What are the potential implications for consumer-sector stocks? At the margin, we think the impact of increased regulation and taxation on financial services companies could be negative — particularly...