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Analysis of evolving market themes.

China technology stocks in a reboot, not a shutdown

China’s technology sector has cratered since February and we view the selloff as a buying opportunity in China tech.

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From V-shaped recovery to bond vigilantes

The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.

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Economic Update for May 3, 2021

Economy

  • GDP grew at an annual rate of 6.4% in the first quarter, according to an advance estimate ...

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Temporary Mail Service Disruptions to Certain Countries Due to the COVID-19 Pandemic

Pursuant to the Security and Exchange Commission's Staff Statement Regarding Temporary International Mail Service Suspensions to Certain Jurisdictions Related to the COVID-19 Pandemic, Putnam Investments will be delaying mailings to affected shareholders. For a copy of the SEC's statement, click here.

As of April 16, 2021, the United States Postal Service is unable to deliver mail to the following countries or territories: Azerbaijan, Bermuda, Brunei, Cuba, French Guinea, Guadeloupe, Laos, Liberia, Mauritius, Martinique, Mongolia, Myanmar, Panama, Republic of the Congo, Reunion (Bourbon), Saint Pierre and Miqueolon, Samoa, Sierra Leone, South Sudan, Tajikistan, Timor-Leste, Turkmenistan, Turks and Caicos, and Yemen. For a current list in international mail service suspensions, click here.

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