Visual data

The labor recovery takes shape

Since the 2008 financial crisis, labor market conditions have dramatically improved, though signs of the crisis remain.

See how the labor market has improved or lagged across a range of employment metrics.

Posted March 2015


See what active rate strategies can do

It's important to consider the interest-rate risk that may be embedded in Treasury bonds or the Barclays U.S. Aggregate Bond Index if these investments are in your clients' portfolios. Explore how Putnam funds have used active rate strategies to improve performance during periods of rising interest rates.

Last update: June 2015

The muni bond advantage

With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.

Municipal bonds may be one solution, particularly for higher income earners.

Last update: January 2015

Retirement matters

Financial planners suggest that finding the ideal retirement spot means weighing a number of pros and cons about each state — and not just the weather — including the size of the tax bite, which can vary greatly. How does your state rate on taxes?

Last update: February 2015

Global investing calls for active management

The global investment landscape has changed significantly since the 2008 financial crisis. The risks and opportunities are more diverse than they have been in years. Understanding — and taking advantage of — these evolving markets requires deep experience and intensive fundamental research.

Last update: January 2015