Putnam bets against US equity optimism

The firm's CIO and head of global asset allocation discusses why US stock prices have yet to factor in a recession, but could nonetheless be attractive against other developed equity markets.


Quick Poll

How will you alter your portfolio after the US election result?





« View results

Previous polls ››

Underweight US
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
Comment on this

« Back

Previous polls ››

November 2016 Magazine
AsianInvestor Magazine