Advisor-only Webcast | Demonstrating results in sustainable investing | March 18, 2021

Tax Season 2020

TAX CENTER

Learn more and get 2020 tax resources, including information about capital gains for 2020, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

From V-shaped recovery to bond vigilantes

Putnam Perspectives

From V-shaped recovery to bond vigilantes

The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.

Proposed tax hike may drive shift in business structure

Wealth Management Ideas

Proposed tax hike may drive shift in business structure

A Biden administration proposal calls for a tax hike for corporations. If approved, it may impact how certain business owners structure their business.

FUND AWARDS

2020 rankings in Barron's Best Fund Families
(published February 2021)

Ten years

#3 out of 44

Five years

#14 out of 50

One year

#22 out of 53

Refinitiv Lipper fund awards

Putnam International Value Fund

Best Fund in the International Large-Cap Value Fund category

(R6 shares/PIGWX among 33 funds over 5 years)

(Y shares/PNGYX among 29 funds over 10 years)

Fixed Income Outlook  |  Q1 2021

Bond investors chase yields amid vaccine rollout

Bond investors chase yields amid vaccine rollout

Global financial markets trended higher during the fourth quarter, powered by the emergence of COVID-19 vaccines and continuing stimulus policies.

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Capital Markets Outlook  |  Equity Insights

Advisor Tech Tips

Investing in your clients: The American Jobs Plan

Investing in your clients: The American Jobs Plan

The Biden administration recently introduced its $2 trillion infrastructure proposal, officially called the American Jobs Plan, that seeks to invest in both infrastructure and jobs. Still far from a done deal, the sweeping plan has the potential to impact many parts of the American economy, including your clients’ investments.

Headlines you need to know this week   —   April 13, 2021

Women leading in ESG investing
A growing number of investors are interested in investments that focus on environmental, social, and governance (ESG) issues. Women are leading the trend, according to a recent study. In the survey, women were twice as likely as men to say that it is ‘extremely important’ for the companies they invest in to include ESG factors in their decisions. Among the 1,000 individuals surveyed, 74% of women said they wanted to increase their allocations to ESG investments, compared with 53% of men.
Qualities that investors are looking for in advisors
A recent survey found the qualities that investors are looking for in advisors. The top responses include transparency, taking time to understand their goals and risk tolerance, and keeping them informed about investment progress and opportunities.
Many investors getting finances on track
Nearly half (46%) of affluent investors have been focused on getting their finances back on track since last year, according to a recent study. Most respondents said they believe they are on track. Among the top concerns that may impact their finances, participants cited economic recession (62%), market volatility (55%), rising cost of health care (50%), and the pandemic (44%).

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