Advisor-only Webinar | Geopolitics and investing: A conversation with Admiral James Stavridis | November 14, 2023

TAX CENTER

Tax Season 2020

Learn more and get tax resources, including information about capital gains for 2023, year-end tax estimates, tax brackets for 2024, and more.

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Equity Insights  |  November 1, 2023

Balance and ballast: A strategy for uncertain markets

Balance and ballast: A strategy for uncertain markets

With heightened uncertainty in the financial markets, we believe it is an attractive time to invest in balanced funds, thanks to uncorrelated asset class returns and the ballast provided by the fixed-income portion of their portfolios.

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Fixed Income Outlook  |  Capital Markets Outlook

Putnam Perspectives

High rates and lower bank lending may lift BDCs

High rates and lower bank lending may lift BDCs

Tighter bank credit conditions may drive new growth opportunities for some business development companies (BDCs).

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