Market views

Are stocks and bonds becoming more correlated?

Opportunities for diversification have long rested on the negative correlation of the stock and bond markets, but recent performance indicates a shift might be underway. Rob Schoen and Jim Fetch of Putnam’s Global Asset Allocation team share their viewpoints.

More market views

How does France's new leadership change Europe's outlook?

Learn how interest-rate risk dominates indexes

Software as a service can change a business

Look for secular trends that can sustain earnings

Learn more about the performance record of bank loans in periods of rising rates:

Rising rates open new income opportunities

China shifts gears

Apple might grow even more

Europe may have room to run

How to view risk in a late market cycle