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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Small caps may broaden value opportunities in a portfolioPortfolio Manager Michael Petro, CFA, explains how small-cap value stocks can complement large caps and broaden a value portfolio.2 min
- Smart money fuels new ideasPortfolio Manager Jerry Sullivan explains how monitoring investments by smart-money insiders can lead to deeper research and new ideas for the portfolio.2 min
- Core, but not boxed inPortfolio Manager Jerry Sullivan discusses his active approach to managing this flexible fund.2 min
- Focusing on a company's competitive edgePortfolio Manager Richard Bodzy explains his investment strategy.1 min
- Research uncovers resilient stocksPortfolio Manager Greg McCullough, CFA, says that a major part of his investment process is analyzing how a company performed in past difficult times.2 min
- Investing in an innovation-driven recoveryPortfolio Manager Greg McCullough, CFA, identifies the sectors that he believes may benefit from emerging innovations.2 min
- Identifying durable growthPortfolio Manager Richard Bodzy says he seeks stocks that have above-market growth over a full cycle.2 min
- Fundamental research drives stock selectionPortfolio Manager Mike Petro, CFA, explains that his investment process is focused on undervalued stocks with a catalyst for improvement.2 min
- Why we invest in business development companiesPortfolio Manager Mike Petro, CFA, explains the role of BDCs in this small-cap value strategy.2 min
- Can the small-cap value rally continue?Portfolio Manager Mike Petro, CFA, discusses the factors driving small-cap value stock 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.