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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Faster-growing companies have room to runPortfolio Manager Richard Bodzy explains that many companies growing faster in 2020 have a durable outlook.1 min
- Dividend growing companies are key to this strategyPortfolio Manager Darren Jaroch, CFA, explains why stock selection is focused on a company's ability to grow dividends over time.2 min
- China's deglobalization creates new opportunitiesPortfolio Manager Brian Freiwald, CFA, explains that a shift in policies make some of China's domestic-oriented stocks more attractive.3 min
- Earnings yield shows attractiveness of stocksShep Perkins, Chief Investment Officer, Equities, CFA, explains the significance of the current earnings yield of the S&P 500.2 min
- Fed policy is a tailwind for the marketJason Vaillancourt, Co-Head of Global Asset Allocation, CFA, talks about the role of Federal Reserve policy in supporting stocks.3 min
- Day traders not driving market pricesJason Vaillancourt, Co-Head of Global Asset Allocation, CFA, explains day trading and its effect on stock valuations.3 min
- Active stock picks drove performancePortfolio Managers Darren Jaroch, CFA, and Lauren DeMore, CFA, discuss their disciplined approach to stock selection.2 min
- For banks, it’s not 2008 againPortfolio Managers Darren Jaroch, CFA, and Lauren DeMore, CFA, discuss the financials sector and explain how larger banks are navigating the pandemic.3 min
- Pandemic speeds health and tech demandPortfolio Managers Richard Bodzy and Greg McCullough, CFA, identify trends in growth stocks that they believe will continue to strengthen beyond the pandemic.2 min
- Remote work, remote medical treatment drive growthPortfolio Managers Richard Bodzy and Greg McCullough, CFA, explain how the pandemic accelerated growth for software companies that support remote working and medical diagnostic services.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.