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Portfolio manager commentary

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Putnam Dynamic Asset Allocation Funds

2Q Capital Markets Outlook
Jason Vaillancourt, CFA

"It still makes sense to be bullish on equities."

April 2021 videos:


Putnam Emerging Markets Equity Fund

Quarterly fund Q&A:

Bullish outlook intact for emerging-market stocks

April 2021 videos:


Putnam Growth Opportunities Fund

Quarterly fund Q&A:

Economic shifts could benefit many growth companies

June 2021 videos:


Putnam High Yield Fund

Quarterly fund Q&A:

High yield gains amid rising oil prices

May 2021 videos:


Putnam Income Fund

Quarterly fund Q&A:

CMBS strategy contributes, but falling rates become headwind

May 2021 videos:


Putnam Research Fund

Kate Lakin, Director of Equity Research, explains the team’s mosaic investment process and stock selection.

April 2021 videos:


Putnam Short Duration Bond Fund

"The Short Duration Bond Fund offers an opportunity to have less risk related to interest rates.”
—Emily Shanks, Portfolio Manager

May 2021 videos:


Putnam Small Cap Growth Fund

Quarterly fund Q&A:

Markets are adjusting to a new environment

April 2021 videos:


Putnam Small Cap Value Fund

Portfolio Manager Michael Petro describes the fund’s strategy, its strong 2021 performance, and his positive outlook for the market.

July 2021 videos:

Quarterly fund commentaries

Economic shifts could benefit many growth companies

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Funds generate positive returns as equities and commodities gain

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CMBS strategy contributes, but falling rates become headwind

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Municipals rally as investors weigh inflation concerns

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Funds generate positive performance amid market flux

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Fed policy changes may create attractive market opportunities

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Markets are adjusting to a new environment

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New research report explores portfolio themes

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Value rally appears to be durable

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Convertibles gain ground despite Fed's increasingly hawkish tone

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Credit holdings contribute but falling rates become headwind

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High yield gains amid rising oil prices

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Mortgage holdings contribute but currency exposure weighs

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Bullish outlook intact for emerging-market stocks

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Loans generate positive performance amid demand for yield

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Directional strategies help fund advance amid global recovery

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