Michael J. Atkin Portfolio Manager

Why Brazil's crisis creates new concerns

5/26/2017

The revelations of May 17 may pose a threat to President Temer's administration, and therefore a threat to Brazil's short- and medium-term economic outlook.

See the dove in the Fed's dot plot

12/15/2016

The market sees a more hawkish Fed in the December 2016 rate hike, but we see see signs of a dove in the Fed's dot plot.

Assembling the global growth mosaic

11/6/2015

Putnam's macroeconomic research identifies factors that point to continued weakness in the long-term growth potential of several major developed countries.