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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Credit quality, duration are drivers of muni performancePortfolio Manager Garrett Hamilton, CFA, explains how the fund focuses on the intermediate space and has the flexibility to invest across the muni landscape.3 min
- Muni market holds on to solid fundamentalsPortfolio Manager Paul Drury, CFA, says muni bond credit fundamentals have been sound.3 min
- Supply-demand dynamics shift in muni marketPortfolio Manager Garrett Hamilton, CFA, talks about the impact of market technicals on muni fund flows.2 min
- Lower-rated bonds remain attractivePortfolio Manager Paul Drury, CFA, discusses valuations and identifies opportunities in the municipal bond market.3 min
- War and inflation create a new market realityJason Vaillancourt, CFA, Global Macro Strategist, compares current market conditions with a year ago.3 min
- Are consumers poised to pull back?Jason Vaillancourt, CFA, Global Macro Strategist, discusses trends in consumer spending and the potential impact on stocks.3 min
- Household data sends mixed signalsJason Vaillancourt, CFA, Global Macro Strategist, talks about diverging data around wealth and spending, and what it means for policymakers.3 min
- Finding the overachieversPortfolio Manager Michael Petro, CFA, explains how fundamental analysis helps identify stocks with earnings that can be better than the market expects.1 min
- Staying active during market uncertaintyPortfolio Manager Jerry Sullivan says he looks for attractive buying opportunities.1 min
- Staying in the win columnPortfolio Manager Jerry Sullivan discusses how the strategy has been able to maintain a record of consistent performance.2 min
About Putnam Perspectives
From the publisher's feed
The only sure thing in today's global financial markets is change. There's always a new risk on the horizon — and a new opportunity for investors who know where to look. Putnam Investments's portfolio…
managers and analysts offer their experienced insights on the events making news and moving markets.