Compare Putnam funds in FundVisualizer:
Select a Putnam fund to compare
Putnam portfolio managers are active investors who seek to deliver long-term outperformance.
Explore our investment strategies
Active strategies seeking long-term outperformance
Investments that align with personal values can have a positive impact
An option for income and capital preservation in any workplace plan
Funds offering a path to retirement for plan participants of all ages
Funds to pursue monthly income or seek capital preservation
The long-term investment case for stocks and bonds
Yield curve inversion and market performance
Visualizer suite View all
Explore, compare, and share ETFs and mutual funds
Explore the Morningstar universe and discover new opportunities for your clients.
Design and model retirement plans
Model scenarios such as auto-enrollment, automatic increases and various plan matches, and see their potential costs.
See what separates target-date strategies
Find out why there's more to target-date strategies than just performance.
Portfolio Solutions Group
Putnam's Portfolio Solutions Group can help you analyze target-date funds and other investment options
Insights from our experts
Putnam equity team members share their research on emerging opportunities in the stock market.
June 28, 2022
Now what? What's next for tech
Although there are near-term challenges, we believe there remains a long runway for growth as technology companies penetrate massive addressable markets.
June 1, 2022
Why a repeat of the “stagnant ‘70s” is unlikely
Inflation is a challenge, but for many reasons we don't believe financial markets will experience a repeat of the stagnant 1970s.
May 2, 2022
A new age of opportunity in health care
As Covid concerns ease and investors focus elsewhere, we remain bullish on health care investing.
April 1, 2022
Spin-offs offer fertile ground for investment research
Spin-off companies, which can be more difficult to research, offer compelling investment opportunities.
March 15, 2022
War and inflation put bull market in hibernation
Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.
March 1, 2022
Seeking attractive moats outside the U.S.
Powerful brands and intellectual properties are moats that give many non-U.S. businesses a competitive edge.
February 1, 2022
Now is the time for these long-ignored stocks
We believe conditions are ideal for small-cap value stocks to experience a prolonged period of outperformance.
January 3, 2022
The equity bull market is intact
In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.
December 1, 2021
Investing in the biology revolution
We believe synbio will become a major wave of innovation and one of the most exciting areas of the market in the coming years.
November 1, 2021
The rebound of Chinese tech under "common prosperity"
Technology stocks in China may offer compelling buying opportunities, but investors must understand the Chinese government’s long-term initiatives.
October 1, 2021
Value investing for all seasons
We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling
September 1, 2021
When to pay attention to insider buying
Studying the actions of smart insiders can be a valuable investment tool, and certain types of buying can signal an excellent entry point for a stock or group of stocks.
August 2, 2021
Rising earnings should ease bubble fears
Robust earnings growth, skeptical investor sentiment, and stimulating bond yields all support our bullish outlook for equity markets.
July 1, 2021
The small-cap index changes, but our process stays the same
The makeup of the small-cap growth universe can change dramatically over time, but we focus on what drives stock prices over longer time periods.
June 1, 2021
How BDCs can help in changing equity markets
Many features, including the potential for high yields, make BDCs a good counterweight to equity market volatility.
May 3, 2021
We are agriculture bulls
We believe we are in the early innings of a multiyear upcycle for the global agricultural economy.
April 1, 2021
Don’t be afraid of the inflation bogeyman
We look at the impact of rising inflation on equity performance, industries that could thrive, and strategies for positioning portfolios.
Putnam Equities team leadership
Shep Perkins, CFA
Chief Investment Officer, Equities
Investing since 1993
Joined Putnam in 2011
Director of Equity Research
Investment industry since 2008
Joined Putnam in 2012