Advisor-only Webcast | Investing for growth in volatile markets | April 8, 2020

Manager insights: Bulls, bears, and bond markets

Putnam Perspectives

Manager insights: Bulls, bears, and bond markets

With the extreme swings in the market over the last few weeks, several of Putnam’s senior fixed-income managers shared their insights on the bond markets.

Three things business owners need to know about the CARES Act

Wealth Management Ideas

Three things business owners need to know about the CARES Act

The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.

REFINITIV LIPPER FUND AWARDS

George Putnam Balanced Fund (PGEJX) R6 shares

Best Fund over 3 years and 5 years

Mixed-Asset Target Allocation Moderate Funds category

Putnam Income Fund (PINHX) R6 shares

Best Fund over 3 years

Core Bonds Funds category


See press release

Capital Markets Outlook  |  Q2 2020

Markets wrestle with policy versus the pandemic

Markets wrestle with policy versus the pandemic

We are looking for progress in public health and credit market indicators as policy responds to the economic shock surrounding the pandemic and efforts to contain it.

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Fixed Income Outlook  |  Equity Outlook

Advisor Tech Tips

Talking volatility: arm yourself with data from FundVisualizer

Talking volatility: arm yourself with data from FundVisualizer

As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.

Headlines you need to know this week   —   April 7, 2020

Regulation Best Interest on track
The Securities and Exchange Commission’s Regulation Best Interest is expected to be implemented on time, according to a recent report. The new rule, which governs retail financial advice and sets a fiduciary standard, will take effect on June 30, 2020.
Monitoring pandemic-related fraud
Security regulators are watching for pandemic-related financial fraud. With significant market volatility, and economic turmoil, worried investors may be vulnerable to financial abuse. State regulators are also working with federal agencies.
Sustainable investing trends likely to continue
The growing interest in sustainable investing is expected to continue. In 2019, sustainable funds outperformed their peers, according to Morningstar research. The study found that 35% of the funds ranked in the top quartile, and 66% in the top half. Flows into sustainable funds quadrupled in 2019. Recent data point to a spike in performance since the pandemic.

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