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.
From V-shaped recovery to bond vigilantes
The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.
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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