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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Stocks may be cheaper, but growth is slow outside of the U.S.Bob Kea, Co-Head of Global Asset Allocation, talks about inexpensive stocks outside of the U.S.2 min
- Global central bank policies add to market uncertaintyBob Kea, Co-Head of Global Asset Allocation, says central bank policies around the world are drivers of market uncertainty.3 min
- Bonds can be diversifiersJason Vaillancourt, Co-Head of Global Asset Allocation, discusses the role that bonds can play in a portfolio.3 min
- Could inflation be down the road?Jason Vaillancourt, Co-Head of Global Asset Allocation, discusses the potential for the emergence of inflation.4 min
- Pace of Fed rate hikes expected to be gradualBill Kohli, Co-Head of Fixed Income, talks about the anticipated pace of Fed rate hikes and economic growth.4 min
- Europe and Asia surprise with improving economiesBill Kohli, Co-Head of Fixed Income, identifies regions that are showing economic improvements.4 min
- Earnings growth may improveBob Ewing, Co-Head of U.S. Equities, talks about the challenges facing corporate earnings.2 min
- Rate hike may boost financials, pressure other sectorsBob Ewing, Co-Head of U.S. Equities, discusses the potential impact of the Fed rate hike on certain sectors.3 min
- Equity, credit markets offer opportunitiesBob Kea, Co-Head of Global Asset Allocation, discusses opportunities in the equity and credit markets.3 min
- Maintaining an underweight to commoditiesBob Kea, Co-Head of Global Asset Allocation, discusses the reasons for maintaining an underweight position in commodities.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.