Putnam Perspectives: Analysis of evolving market themes.
The coiled-spring economy
Despite ups and downs in quarterly GDP, we see trends that herald the economy's return to the “old normal,” pre-financial crisis pace of growth.
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.