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Commentary: Many contributors to performance in multi-asset strategy (December 2013)
Risk Allocation/Multi Asset
Capital Markets Outlook
Will corporate earnings surge in 2014? (December 2013)
Jason Vaillancourt and Bob Kea, Co-Heads of Global Asset Allocation, discuss the foundation for their positive view for corporate earnings.
Time to limit interest-rate risk (December 2013)
U.S. Equity Outlook
Rising interest rates are potential challenge (December 2013)
Bob Ewing, Co-Head of U.S. Equities, talks about the impact of rising interest rates from low levels and offers his outlook for earnings growth.
Global GDP growth set to accelerate (December 2013)
International Small cap
Commentary: Finding value in an improving Europe (December 2013)
The ECB relies on smoke and mirrors
By Putnam Fixed Income Team
3/21/2014 – In Europe, slow growth appears likely to continue, with some regional differentiation. Signs of strength in the south Spain is doing much better than it had been just 18 months ago, and even Italy looks somewhat healthy now that its political crisis has passed. Importantly, fiscal pressure in the form of austerity programs is slated to ease somewhat this year. In a positive scenario, this could boost GDP growth, improve revenue growth for corporations, and result in ... More
Economic and market updates
for April 14, 2014
- Producer prices increased
- The Dow lost 2.4% for the week
- A gauge of consumer sentiment rose
Papers exploring investment theory and practice led by W. Van Harlow, Ph.D., CFA, of Putnam's Global Asset Allocation Group.