Putnam Perspectives: Analysis of evolving market themes.
The outlook for high yield in the oilfield
Fundamental research offers a guide to the risk that low oil prices pose to energy companies with high yield debt.
Look beyond low oil prices for opportunity
The surge in North American production has reshuffled risk and investment opportunities in the global energy sector.
Reasons for optimism about Europe
Across Europe, we think structural change is leading to increasingly compelling opportunities for investors.