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Putnam Perspectives
By Putnam InvestmentsInvesting
Putnam Perspectives episodes
- Vigilant about the virus, policy support, electionsPortfolio Managers Richard Bodzy and Greg McCullough, CFA, discuss potential headwinds for growth stocks in the second half of 2020.3 min
- S&P 500 valuations and earningsShep Perkins, Chief Investment Officer, Equities, CFA, explains why he believes equity valuations are reasonable.1 min
- Rates likely range-bound until economic outlook improvesPortfolio Managers Brett Kozlowski, CFA, and Emily Shanks talk about factors that influence interest-rate movements.3 min
- Small caps likely to see robust earningsPortfolio Manager Bill Monroe identifies sectors where he is finding opportunities.2 min
- Dollar strength may continueBill Kohli, Chief Investment Officer, Fixed Income, describes global issues with impact on the dollar.3 min
- Assessing high-yield returnsJason Vaillancourt, Co-Head of Global Asset Allocation, explains why he is taking a slightly underweight position in high yield.3 min
- The "S" in ESG can differentiate companiesPutnam's sustainable investing team describes the social factors that help them identify leading companies.3 min
- What Fed policy means for muni bondsPortfolio Managers Paul Drury and Garrett Hamilton discuss risks and positioning for 2020.4 min
- How a short-duration strategy stays diversifiedPortfolio Manager Emily Shanks discusses positioning in the short-duration bond strategy.3 min
- Rate policy may remain on holdJason Vaillancourt, Co-Head of Global Asset Allocation, explains why central banks appear on hold for the near term.3 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.