Growth supports earnings, and trade remains uncertain.
Download Chris Galipeau's summary on the real GDP, equities, and where rates are headed next.
Read our market outlooks
Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.
We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.
Learn about our active investment strategies
Putnam PanAgora Strategies
Global Asset Allocation Strategies
Multi-Sector Income Strategies