Global Growth


A closer look at China

Weak economic data in China may have triggered the third-quarter correction, but Co-Head of Global Asset Allocation Jason Vaillancourt questions whether the market has accurately interpreted this data. Portfolio Manager Darren Jaroch sees China's story more as an economy in transition rather than decline.


Get more commentary from these Portfolio Managers

Jason Vaillancourt
Q3 2015 Putnam Dynamic Asset Allocation Funds Commentary (PDF)

Darren Jaroch
Q3 2015 Putnam Equity Income Fund Commentary (PDF)