Manager Commentaries
Equity
Economic moats | Active investors seek wider moats
Economic moats, also called business moats, are competitive advantages that help a company maintain long-term profits and market share over competitors.
Asset allocation
Why favor higher quality as credit squeeze tightens
Prudent credit selection is paramount as the Fed juggles monetary policy and financial security. Get Putnam’s insights on the SLOOS and the tightening credit squeeze.
Investment updates
The global economy this week
May 22 — Highlights of the past week, from central bank policies to trade and currency trends.
Inflation/Deflation
EUROZONE: Annual inflation increased to 7.0% in April from 6.9% in March.
Most recent
Capital Markets Outlook | Q2/2023
Equity Insights | June 1, 2023
Energy transition generates potential investment opportunities
Fixed Income Outlook | Q2/2023
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