Putnam Perspectives
Putnam Perspectives
Putnam Investments
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.
Are consumers poised to pull back?
Jason Vaillancourt, CFA, Global Macro Strategist, discusses trends in consumer spending and the potential impact on stocks.
Jun 6, 2022
2 min
Video
War and inflation create a new market reality
Jason Vaillancourt, CFA, Global Macro Strategist, compares current market conditions with a year ago.
Jun 6, 2022
2 min
Video
Household data sends mixed signals
Jason Vaillancourt, CFA, Global Macro Strategist, talks about diverging data around wealth and spending, and what it means for policymakers.
Jun 6, 2022
2 min
Video
Staying active during market uncertainty
Portfolio Manager Jerry Sullivan says he looks for attractive buying opportunities.
Apr 13, 2022
22 sec
Video
Finding the overachievers
Portfolio Manager Michael Petro, CFA, explains how fundamental analysis helps identify stocks with earnings that can be better than the market expects.
Apr 13, 2022
30 sec
Video
Small caps may broaden value opportunities in a portfolio
Portfolio Manager Michael Petro, CFA, explains how small-cap value stocks can complement large caps and broaden a value portfolio.
Apr 7, 2022
1 min
Video
Smart money fuels new ideas
Portfolio Manager Jerry Sullivan explains how monitoring investments by smart-money insiders can lead to deeper research and new ideas for the portfolio.
Apr 7, 2022
1 min
Video
Staying in the win column
Portfolio Manager Jerry Sullivan discusses how the strategy has been able to maintain a record of consistent performance.
Apr 7, 2022
1 min
Video
Core, but not boxed in
Portfolio Manager Jerry Sullivan discusses his active approach to managing this flexible fund.
Apr 7, 2022
1 min
Video