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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Europe might offer best non-U.S. opportunityShep Perkins, Co-Head of Equities, talks about trends in European and emerging-market equities.2 min
- Finding opportunity in vintage mortgagesPortfolio Manager Brett Kozlowski explains why the commercial mortgage strategy avoids newer issues.3 min
- Fixed income: A tale of two marketsBill Kohli, Chief Investment Officer, Fixed Income, analyzes the impact of U.S. risk appetite on the global fixed income market.3 min
- Is value ready to outperform growth?Portfolio Manager Darren Jaroch discusses the likelihood that value stocks will begin to outperform growth in the near term.2 min
- Retail malls can offer opportunityMike Salm, Co-Head of Fixed Income, discusses how active research reveals opportunities in commercial mortgage-backed securities.3 min
- Fed, investors eye flattening yield curveJason Vaillancourt, Co-Head of Global Asset Allocation, explains why he is closely monitoring the shape of the yield curve.3 min
- Bank loan investors benefit as LIBOR risesPaul Scanlon, Co-Head of Fixed Income, talks about opportunities in the bank loan market and the tailwind provided by higher LIBOR rates.2 min
- Steady economy encounters trade uncertaintyBill Kohli, Chief Investment Officer, Fixed Income, explains how steady global growth faces uncertainty from trade conflicts and tighter monetary policy.3 min
- Taking a more conservative approachBill Kohli, Chief Investment Officer, Fixed Income, discusses moderating portfolio strategies to improve credit quality and shorten duration.2 min
- Protectionism won't slow the economyShep Perkins, Co-Head of Equities, explains how trade tariffs may affect specific industries but not overall GDP.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.