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EQUITY STRATEGIES »
FIXED INCOME STRATEGIES »
RISK-ALLOCATION/MULTI-ASSET STRATEGIES »
PUTNAM INSTITUTIONAL FUNDS »
WEBCAST REPLAY | Securitized Investing: The Benefits of Income Diversification
Putnam's Co-Head of Fixed Income, Michael Salm, and Senior Investment Director Michael Wands, CFA discuss how this less-understood sector has changed substantially since the financial crisis and today deserves a reappraisal.
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THE MACRO REPORT  |  JULY 2017

The transition from tranquility

The transition from tranquility

While the fundamentals of the global economy remain positive, an uptick in real interest rates offers a taste of the potential for policy error.

Missiles can lead to mistakes
Central banks make waves
Reflation expectations lose lift
Prince and the evolution
Putnam Global GDP Nowcast
Growth dipped in June.
▲3.72%
Putnam Global Risk Appetite Index
Risk appetite turns down in June.

Risk

CURRENT VIEWS

Sustainable investing

Using and enhancing ESG investment data

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WEEKLY GLOBAL ECONOMIC UPDATE

September 18

Highlights of the past week, from central bank policies to trade and currency trends.

Growth

U.S.: Retail sales fell 0.2% in August.

See full update

MARKET OUTLOOKS

Most recent

Fixed Income Outlook  |  Q3/2017

Europe plays catch up

Equity Outlook  |  Q3/2017

Positive fundamentals may be tested by policy uncertainty

Capital Markets Outlook  |  Q3/2017

The Fed may be ahead of the curve

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