Putnam Perspectives: Analysis of evolving market themes.
Reasons for optimism about Europe
Across Europe, we think structural change is leading to increasingly compelling opportunities for investors.
Old thinking in China raises doubts
A recent public spending plan in China suggests authorities may be revisiting old habits.
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 ...