Explore our thinking about today's financial markets
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September 12, 2023 | Fixed income
The Fed is pursuing QT while being careful to avoid market disruption. Compare scenarios for QT and markets in Putnam's Macro Report.
Capital Markets Outlook
July 12, 2023 | Capital Markets Outlook
Generative AI offers potential in the digital economy, but prudent investors should carefully weigh the value of patience in this stock market rally.
Fixed Income Outlook
July 31, 2023 | Fixed Income Outlook
Signs of falling inflation have helped risk assets recently, but the relief is likely temporary.
September 8, 2023 | Equity Insights
A wide range of possible outcomes, a multitude of negative earners, and significantly less Wall Street coverage are just a few of the reasons small-cap investors should consider active managers who could steer them toward better results.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.