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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Slow growth, Brexit put rate hike on holdPortfolio Managers Paul Drury and Thalia Meehan talk about muni strategy positioning in a low-interest-rate environment.4 min
- Long-term contracts help earnings outlook for industrialsPortfolio Manager Darren Jaroch identifies value opportunities in the industrials sector.2 min
- China's economic growth trajectory continues downwardShep Perkins, Co-Head of International Equities, discusses economic growth in China.3 min
- Emerging market valuations not compelling for investmentJason Vaillancourt, Co-Head of Global Asset Allocation, discusses emerging-market equity valuations and why he believes it’s too early to increase exposure.3 min
- More workers reenter workforce, setting a positive trendBill Kohli, Co-Head of Fixed Income, identifies trends in the labor market.3 min
- Central banks’ negative rate moves may have unintended effectsBill Kohli, Co-Head of Fixed Income, talks about the moves by some central banks toward negative interest rates and the potential effects.4 min
- Japan’s monetary policy not enough to heal economyPortfolio Manager Jeff Sacknowitz talks about Japan’s emphasis on monetary policy.3 min
- ECB’s negative interest rates may affect banking sectorPortfolio Manager Jeff Sacknowitz explains why the ECB’s move to negative rates may have differing results across industry sectors.2 min
- Some energy and basic materials stocks offer valuePortfolio Manager Jerry Sullivan discusses trends in the energy and basic materials sectors.3 min
- Attractive valuations persist since January selloffPortfolio Manager Jerry Sullivan said the equity selloff early in the year amplified valuation disparities.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.