Putnam Perspectives: Analysis of evolving market themes.

Why rates matter to stocks, too

Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.

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What higher rates mean for income strategies

What do higher rates mean after almost a decade of near-zero rates? It's time to reconsider risk in fixed-income portfolios.

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Can Trump follow Reagan's playbook?

Trump administration fiscal policy is expected to be similar to Ronald Reagan's measures, but economic conditions today are much different than in 1981.

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