Capital Markets Outlook

The correction raised questions, but the fundamentals look solid

  • Correcting the misinterpretations of the third-quarter correction

  • Global indicators point toward continued growth

  • Risk assets appear attractive with caution for emerging markets

Q4 2015 Capital Markets Outlook

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Jason Vaillancourt, Co-Head of Global Asset Allocation, explains some of the factors that led to the recent selloff in Chinese stocks.

  • Strategy
  • Market themes
  • Equity views
  • Fixed-income views
  • Commodities/Currencies

Asset allocations

Arrows in the table indicate the change from the previous quarter.

Source: Putnam research, as of 9/30/15. Past performance is not indicative of future results.