Expert views on issues shaping the investment landscape
Putnam experts provide in-depth analysis of emerging trends in financial markets, asset classes, and industry sectors.
Bonds ride the Fed wave as volatility returns
Putnam Fixed Income team
- All
- Outlook
- Equity
- Fixed income
- Asset allocation
- Absolute return
| Title | Date | |
|---|---|---|
| Impact Report | A dialogue with investors | 04/01/2020|April 2020 |
| Money market reform and the short end of the yield curve | This special edition explains the rules governing prime and government money market funds and their likely effects on short-term securities | 03/01/2020|March 2020 |
| The opportunity in BB-rated corporate bonds | With many managers constrained from investing in BB-rated corporate bonds, the sector offers mispriced opportunities with compelling return potential. | 05/01/2019|May 2019 |
| Improving portfolio efficiency with multi-asset absolute return strategies | Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification. | 10/01/2016|October 2016 |
| Holding the middle ground with convertible securities | With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. This study highlights Putnam's active approach to managing a convertibles portfolio. | 02/01/2019|February 2019 |
| Alternatives in action: A guide to strategies for portfolio diversification | Putnam offers insights for using strategies in portfolio construction by comparing performance in different economic scenarios over the past 20 years. | 05/01/2018|May 2018 |
| Capital Markets Outlook | Putnam's Global Asset Allocation team provides its current views on market opportunities, risks, and portfolio allocations. | 7/14/2020|July 2020 |
| Fixed Income Outlook | Analysis of global bond markets and currencies from the investment leaders of Putnam's Fixed Income group. | 7/29/2020|July 2020 |
| Equity Outlook | Analysis of global stock markets from Putnam's equity investment professionals. | 6/26/2020|June 2020 |