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.
At the crossroads of pandemic, policy, disruption, and inflation
Jason R. Vaillancourt, CFA
Co-Head of Global Asset Allocation
- All
- Outlook
- Equity
- Fixed income
- Asset allocation
- Absolute return
| Title | Date | |
|---|---|---|
| Integrated Insights | Learn about Putnam’s hybrid equity research model and how analysts collaborate to generate insights that drive fund performance. | 10/01/2021|October 2021 |
| Buyer beware: Reasons to reconsider passive EM ETFs | Our study indicates active strategies can outperform passive strategies in emerging markets, which are more dynamic and less researched than developed markets. | 02/01/2021|February 2021 |
| The active edge in sustainable investing | Putnam's Sustainable Investing team provide insights on how their active, fundamental research is key to unlocking differentiated insights and creating alpha. | 11/01/2020|November 2020 |
| Impact Report | A dialogue with investors | 04/01/2020|April 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. | 10/15/2021|October 2021 |
| Fixed Income Outlook | Analysis of global bond markets and currencies from the investment leaders of Putnam's Fixed Income group. | 7/28/2021|July 2021 |