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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Real estate may drive inflation higherJason Vaillancourt, Co-Head of Global Asset Allocation, identifies factors that may drive core inflation higher.3 min
- Fed eyes yield curve when considering ratesJason Vaillancourt, Co-Head of Global Asset Allocation, explains how the Federal Reserve navigates rate hikes.3 min
- Emerging markets offer attractive valuationsPortfolio Manager Daniel Graña talks about equity valuations in emerging markets.2 min
- Muni market may benefit from tax reformPortfolio Managers Paul Drury and Garrett Hamilton discuss the potential impact of the tax reform law on the municipal bond market.4 min
- Why it's important to temper expectationsJason Vaillancourt, Co-Head of Global Asset Allocation, talks about his outlook for risky assets including large-cap equities, high-yield bonds, and commodities.2 min
- A bullish long-term view of emerging marketsJason Vaillancourt, Co-Head of Global Asset Allocation, discusses positioning in emerging-market equities.3 min
- Japan can diversify a global portfolioJason Vaillancourt, Co-Head of Global Asset Allocation, explains how Japanese stocks may be underappreciated and could be used as a diversifier.3 min
- Global risks require a multi-faceted approachShep Perkins, Co-Head of Equities, explains why balancing risks in a portfolio is a strategy for a world of numerous geopolitical uncertainties.2 min
- Look more closely at European stock valuationsShep Perkins, Co-Head of Equities, compares stock valuations in the United States and Europe.3 min
- How monetary policy influences market tradingPortfolio Manager Rob Brookby talks about the influence of central bank policy on market liquidity.3 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.