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Putnam PanAgora Strategies

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Capital Markets Outlook  |  Q3 2019

Caution with a chance of bearishness

Caution with a chance of bearishness

We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.

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Fixed Income Outlook  |  Equity Outlook

Putnam Perspectives

July rate cut: “Insurance” policy or recession guard?

July rate cut: “Insurance” policy or recession guard?

The Federal Reserve delivered on its widely expected quarter-percentage point interest-rate cut at the July meeting. It was the first reduction since 2008 and came in response to slowing global economic growth and muted inflation.

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