Capital Market Strategies team

Consult a team dedicated to helping financial advisors navigate markets

Capital Market Strategies team

Consult a team dedicated to helping financial advisors navigate markets

Our Capital Market Strategies team offers you a compass for the constantly changing landscape of financial markets. Find your path foward with careful analysis, thematic explanations, and fresh, research-driven insights from our experts.

Quick updates

Get short summaries of market trends, risks, and opportunities reflecting views of our active investment teams.

Deeper dives

Explore podcasts, webcasts, and original, forward-looking analysis to help you steer portfolios.

Capital Markets Outlook

Learn why patience may be a virtue for investors in the third quarter

The stock market rally could falter as the economy weakens.

Recent research

The Banking System, The Fed, and What Might Lie Ahead with Jackie Cavanaugh

In this episode, Chris speaks with Jackie Cavanaugh, Portfolio Manager and Analyst in Putnam's Equity Research group.

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Market performance when the Fed pauses

After embarking on a rapid tightening cycle in March 2022, the Federal Open Market Committee (FOMC) appears poised to pause their interest rate hikes in the middle of this year.

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Favor defense as banks tighten lending

This quarter, we explain how tighter bank lending standards may bring demand back into balance with supply, perhaps faster and with more risks than the Federal Reserve realizes.