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Analysis of evolving market themes.

A look at leveraged loans and CLOs
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).

U.S. recession ifs and whens
The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.

Economic Update for June 27, 2022
Highlights of key economic statistics from last week compiled by Putnam Investments.
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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.
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