Putnam Perspectives: Analysis of evolving market themes.
The fixed-income risks that we favor
We see more attractive fixed income risks outside of interest rates, in part because U.S. economic growth may warrant more rate hikes by the Fed.
Value opportunities gain traction in turmoil
Beneath dire headlines about plunging markets, we are seeing value opportunities assert themselves.
Get ready for 2016 with a glance at 2015
Markets offered a number of surprises in 2015 — quickly catch up on major events and the thinking of Putnam portfolio managers with this dynamic timeline.