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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- A sharp rebound in emerging economies is not likelyShep Perkins, Co-Head of International Equities, explains why he questions the ability of many companies to sustain dividends without accelerated growth.3 min
- Self-driving cars, artificial intelligence among thematic ideasPortfolio Manager Rob Brookby explains the leading investment themes in his strategy.3 min
- Bond proxies may warrant cautionPortfolio Manager Jerry Sullivan discusses valuation and pricing trends among bond proxies.2 min
- Performance diverges among industry sectorsPortfolio Manager Rob Brookby discusses trends in industry sector performance.3 min
- Finding opportunity in the mortgage marketMike Salm, Co-Head of Fixed Income, identifies opportunities in mortgage securities.4 min
- Time to reconsider European equity valuationsJason Vaillancourt, Co-Head of Global Asset Allocation, explores the impact of uncertainty on the eurozone economy.4 min
- Are oil prices closer to a ceiling?Jason Vaillancourt, Co-Head of Global Asset Allocation, talks about the direction of oil prices.4 min
- Why are rates so low?Mike Salm, Co-Head of Fixed Income, explains why low interest rates are not a signal of economic trouble.4 min
- Weak job data could signal a skills mismatchBill Kohli, Co-Head of Fixed Income, explores recent job market data and the likelihood of a Fed rate hike.3 min
- Liquidity risk may offer most opportunity in fixed incomeBill Kohli, Co-Head of Fixed Income, talks about risks and opportunity in fixed income.4 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.