Capital Markets Outlook

The correction raised questions, but the fundamentals look solid

  • Correcting the misinterpretations of the third-quarter correction

  • Global indicators point toward continued growth

  • Risk assets appear attractive with caution for emerging markets

Download: Capital Markets Outlook (PDF)

  • Strategy
  • Market themes
  • Equity views
  • Fixed-income views
  • Commodities/Currencies

Asset allocations

Arrows in the table indicate the change from the previous quarter.

Source: Putnam research, as of 9/30/15. Past performance is not indicative of future results.