Putnam Perspectives: Analysis of evolving market themes.
New horizon for corporate governance
Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.
Why this bull market may lose steam
We are concerned about some challenges to U.S. equities — including a potentially difficult environment for earnings growth in 2015.
What may unlock consumer spending
While retail sales have been rather weak, key elements of consumer spending on services, including housing, are growing.