Portfolio manager Darren A. Jaroch, CFA

"I've always been patient and disciplined. And I think those traits have served me well as an investor."

  Putnam Equity Income Fund

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Analysis of evolving market themes.

For the markets, trade trumps inflation

The popular narrative of the February market correction focused on inflation. We have a different interpretation.

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Can emerging markets rally on?

Manager Daniel Graña describes key risks

See also: Emerging Markets Equity Fund

Economic Update for April 16, 2018

Economy

  • The CPI declined 0.1% and core CPI rose 0.2% in March, the Bureau of Labor Statistics stat ...

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