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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Emerging markets in crosshairs of trade warPortfolio Manager Daniel Graña discusses the emerging markets whose economic models depend on growing global trade.2 min
- Shifting emphasis to valuationsPortfolio Manager Jackie Cavanaugh discusses her concerns about high valuations in the financials sector and her newer stock picks.2 min
- Tech sector still offers value opportunitiesPortfolio Manager Neil Desai talks about trends in technology stocks and segments to watch.2 min
- Inflation is overhypedJason Vaillancourt, Co-Head of Global Asset Allocation, explains why he does not see a risk of inflation or an overheating economy in the coming year.2 min
- Rising rates could crimp profit marginsJason Vaillancourt, Co-Head of Global Asset Allocation, discusses the impact of rising rates on corporate ability to reduce interest expenses.3 min
- The Fed can act if inflation emergesJason Vaillancourt, Co-Head of Global Asset Allocation, explains that the Fed has many tools to handle any rise in inflation.2 min
- U.S. economy unlikely to overheatBill Kohli, Chief Investment Officer, Fixed Income, explains why he believes the economy is performing well but is not likely to overheat.3 min
- Favorable environment for spread sector strategiesBill Kohli, Chief Investment Officer, Fixed Income, explains why he is anticipating rates to rise and the economy to remain stable.3 min
- Global rate strategies offer new potentialBill Kohli, Chief Investment Officer, Fixed Income, said non-U.S. economies including Europe and Asia are offering new fixed-income opportunities.3 min
- Targeting small and mid caps in emerging marketsPortfolio Manager Daniel Graña talks about his ability to identify attractive small- and mid-cap stocks through on-the-ground research in emerging markets.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.