Commercial real estate slow to gain steam
Commercial real estate has lagged residential real estate in the recovery, but offers an underpriced asset for long-term investors, says Michael Salm,...
Putnam Perspectives
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The only sure thing in today's global financial markets is change. There's always a new risk on the horizon — and a new opportunity for investors who know where to look. Putnam Investments's portfolio managers and analysts offer their experienced insights on the events making news and moving markets.
Treating mental illness may reduce economic, health costs
Portfolio Manager Stephanie Dobson explains why mental illness is a sustainability issue with impact on economic, health, and social costs.
Diversity is a focus of sustainable investing
Studies show diverse teams make better decisions. Women on corporate boards is one metric we analyze, says Katherine Collins, Head of Sustainable Inve...
State finances bolstered by cash reserves, housing market
Portfolio Manager Garrett Hamilton, CFA, discusses why most states are able to navigate the pandemic's impact on revenues.
Credit research is the cornerstone of Putnam muni strategies
Portfolio Manager Paul Drury, CFA, explains the importance of credit research to security selection in the muni strategies.
Fed's new inflation framework to be a tailwind
The Fed announced a new approach to inflation that can help to support stocks in coming years, says Jason Vaillancourt, CFA, Co-Head of Global Asset A...
Fed follows Japan policy steps
Japan crafted stimulus policy to manage debt and an aging population, offering clues for other economies, asserts Jason Vaillancourt, CFA, Co-Head of ...
Faster-growing companies have room to run
Portfolio Manager Richard Bodzy explains that many companies growing faster in 2020 have a durable outlook.
Dividend growing companies are key to this strategy
Portfolio Manager Darren Jaroch, CFA, explains why stock selection is focused on a company's ability to grow dividends over time.
China's deglobalization creates new opportunities
Portfolio Manager Brian Freiwald, CFA, explains that a shift in policies make some of China's domestic-oriented stocks more attractive.