Putnam Perspectives: Analysis of evolving market themes.
Abenomics reaches the boardroom
With the economic changes instituted under Prime Minister Shinzo Abe since he took office in December 2012 slowly taking effect in Japan, companies are increasingly under pressure to deliver higher returns ...
Earnings reports offer new clues
Our outlook for earnings growth is a bit more cautious for the coming year.
Why the economy looks solid
Despite jittery global markets, we believe consumer and trade data point to a balanced and healthy U.S. economy.