Putnam Perspectives

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…

Putnam Investments


    • Jun 20, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 1m AVG DURATION
    • 52 EPISODES


    Search for episodes from Putnam Perspectives with a specific topic:

    Latest episodes from Putnam Perspectives

    Credit quality, duration are drivers of muni performance

    Play Episode Listen Later Jun 20, 2023 2:22


    performance credit drivers muni
    Muni market holds on to solid fundamentals

    Play Episode Listen Later Jun 20, 2023 2:21


    market solid fundamentals holds muni
    Supply-demand dynamics shift in muni market

    Play Episode Listen Later May 23, 2023 1:34


    market shift dynamics muni supply demand
    Lower-rated bonds remain attractive

    Play Episode Listen Later May 23, 2023 2:09


    remain lower bonds attractive rated
    War and inflation create a new market reality

    Play Episode Listen Later Jun 6, 2022 2:06


    reality inflation newmarket
    Household data sends mixed signals

    Play Episode Listen Later Jun 6, 2022 2:01


    data household sends mixed signals
    Are consumers poised to pull back?

    Play Episode Listen Later Jun 6, 2022 2:04


    consumers poised pullback
    Finding the overachievers

    Play Episode Listen Later Apr 13, 2022 0:30


    overachievers
    Staying active during market uncertainty

    Play Episode Listen Later Apr 13, 2022 0:22


    market uncertainty staying active
    Small caps may broaden value opportunities in a portfolio

    Play Episode Listen Later Apr 7, 2022 1:15


    opportunities broaden small caps
    Core, but not boxed in

    Play Episode Listen Later Apr 7, 2022 1:21


    boxed
    Smart money fuels new ideas

    Play Episode Listen Later Apr 7, 2022 1:14


    fuels new ideas smart money
    Staying in the win column

    Play Episode Listen Later Apr 7, 2022 1:37


    staying column
    Identifying sectors poised for rebound

    Play Episode Listen Later Sep 8, 2021 1:15


    identifying rebound poised sectors
    How this multi-cap strategy takes an active approach

    Play Episode Listen Later Sep 8, 2021 1:06


    strategy active
    Consumer, business spending can drive stocks higher

    Play Episode Listen Later Sep 8, 2021 1:06


    drive spending stocks consumer business
    Can the small-cap value rally continue?

    Play Episode Listen Later Sep 8, 2021 1:39


    rally small cap
    Why we invest in business development companies

    Play Episode Listen Later Sep 8, 2021 1:18


    invest companies business development
    Fundamental research drives stock selection

    Play Episode Listen Later Sep 8, 2021 1:10


    stock drives selection fundamental research
    Identifying durable growth

    Play Episode Listen Later Sep 8, 2021 1:15


    growth identifying durable
    Investing in an innovation-driven recovery

    Play Episode Listen Later Sep 8, 2021 1:27


    innovation recovery investing driven
    Research uncovers resilient stocks

    Play Episode Listen Later Sep 8, 2021 1:16


    research stocks resilient
    Focusing on a company's competitive edge

    Play Episode Listen Later Sep 8, 2021 0:47


    focusing competitive edge
    Commercial real estate slow to gain steam

    Play Episode Listen Later Dec 11, 2020 2:37


    steam commercial real estate
    Treating mental illness may reduce economic, health costs

    Play Episode Listen Later Dec 11, 2020 1:54


    reduce mental illness treating health costs economic health
    Diversity is a focus of sustainable investing

    Play Episode Listen Later Dec 11, 2020 1:48


    diversity sustainable investing
    State finances bolstered by cash reserves, housing market

    Play Episode Listen Later Dec 11, 2020 1:31


    finances housing market reserves bolstered
    Credit research is the cornerstone of Putnam muni strategies

    Play Episode Listen Later Dec 11, 2020 1:09


    strategy cornerstone putnam muni credit research
    Fed's new inflation framework to be a tailwind

    Play Episode Listen Later Dec 11, 2020 1:53


    inflation framework tailwinds
    Fed follows Japan policy steps

    Play Episode Listen Later Dec 11, 2020 2:20


    japan policy
    Faster-growing companies have room to run

    Play Episode Listen Later Dec 11, 2020 1:00


    growing companies
    Dividend growing companies are key to this strategy

    Play Episode Listen Later Dec 11, 2020 1:41


    strategy dividend growing companies
    China's deglobalization creates new opportunities

    Play Episode Listen Later Dec 11, 2020 2:34


    creates new opportunities
    Fed policy is a tailwind for the market

    Play Episode Listen Later Aug 17, 2020 2:06


    market tailwinds fed policy
    Day traders not driving market prices

    Play Episode Listen Later Aug 17, 2020 2:05


    market driving prices traders
    Active stock picks drove performance

    Play Episode Listen Later Aug 17, 2020 1:49


    performance active drove stock picks
    For banks, it’s not 2008 again

    Play Episode Listen Later Aug 17, 2020 2:49


    banks
    Pandemic speeds health and tech demand

    Play Episode Listen Later Aug 17, 2020 1:39


    health pandemic tech speeds
    Vigilant about the virus, policy support, elections

    Play Episode Listen Later Aug 17, 2020 2:08


    elections viruses policy vigilant
    S&P 500 valuations and earnings

    Play Episode Listen Later Aug 17, 2020 0:53


    valuations earnings
    Earnings yield shows attractiveness of stocks

    Play Episode Listen Later Aug 17, 2020 1:02


    stocks yield earnings attractiveness
    Rates likely range-bound until economic outlook improves

    Play Episode Listen Later Aug 17, 2020 2:07


    bound rates range improves economic outlook
    Dollar strength may continue

    Play Episode Listen Later Jan 27, 2020 2:42


    strength dollar
    Assessing high-yield returns

    Play Episode Listen Later Jan 27, 2020 2:12


    assessing high yield
    The "S" in ESG can differentiate companies

    Play Episode Listen Later Jan 27, 2020 2:16


    companies differentiate
    What Fed policy means for muni bonds

    Play Episode Listen Later Jan 27, 2020 3:36


    fed policy muni bonds
    Small caps likely to see robust earnings

    Play Episode Listen Later Jan 27, 2020 1:04


    earnings robust small caps
    How a short-duration strategy stays diversified

    Play Episode Listen Later Jan 27, 2020 2:28


    strategy stays diversified
    Rate policy may remain on hold

    Play Episode Listen Later Jan 27, 2020 2:43


    policy remain
    Steady economic growth ahead

    Play Episode Listen Later Jan 27, 2020 2:01


    steady economic growth
    Is the S&P 500 headed for new highs?

    Play Episode Listen Later Jan 27, 2020 2:29


    headed new highs

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