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.
Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.
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.
Only two years ago, the future seemed bright for nuclear energy. But after the devastating 2011 tsunami in Japan, the world has experienced a sea change in attitudes toward sustainable power sources. Indeed, where nuclear power recently seemed to promise an answer to our global energy needs, natural gas now appears to hold the key.
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 is generally healthy, there is regional and country differentiation that is worth noting. In Brazil, the average income is above $10,000 per year, whereas in China
European stocks may have a chance of recovery if political leaders can make progress on resolving the debt issue, but analyzing earnings will be critical for investors to navigate risk.