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

Putnam Perspectives
From V-shaped recovery to bond vigilantes
The Federal Reserve remains dovish on monetary policy as bond market vigilantes push yields higher.
April 15, 2021

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.
April 15, 2021
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
Global financial markets trended higher during the fourth quarter, powered by the emergence of COVID-19 vaccines and continuing stimulus policies.
More »Capital Markets Outlook | Equity Insights
Advisor Tech Tips

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.
April 16, 2021
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%).
ON TWITTER NOW
An important element of a complete retirement savings strategy should include an HSA. @empower-retirement study ill… https://t.co/Vea3thxYY8
Putnam's Perspective: The combination of rebounding economic growth coupled with the recently passed stimulus bill… https://t.co/Hhbo22i8RW
Tax time is an opportunity to discuss tax smart planning including the tax benefits of a 529 college savings plan. https://t.co/iDtCWeD1It
The Putnam Multicultural Group launched this week. I'm proud of our team's focus on ways to celebrate and foster re… https://t.co/rZYfPJLDS0
We look at the impact of rising inflation on equity performance, industries that could thrive, and strategies for p… https://t.co/hVMHlPzIhZ
An uptick in inflation expectations is making some headlines. In Equity Insights, our investment team looks at the… https://t.co/9XXgT3ojO4
Hard to believe we launched our dedicated sustainable strategies and made an enterprise-wide commitment to sustaina… https://t.co/3JH3sIrfHR
Financial advisors: See how a Roth IRA conversion may be used to hedge against future higher taxes. Here are 10 str… https://t.co/MGzR2Xrtx5
A big thank you to @carlaannharris for sharing her "pearls of wisdom" during our celebration of International Women… https://t.co/2zixLMzV2C
One year after the pandemic began, we look back at how we summoned resilience, and what this means for future chall… https://t.co/ZOTdcq8IBA
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