Putnam Investments

Advisor-only Webcast | Measuring the impact of sustainable investing | June 10, 2020 | 1:15pm ET

MOST VIEWED FUNDS FROM LAST WEEK

See 10 most viewed funds | See all funds

Putnam Perspectives

Sustainable value: Gender diversity on corporate boards

Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.

May 27, 2020

Wealth Management Ideas

Value of higher education continues to increase

Much is shifting in the education landscape, but some things continue to improve, including the value of higher education.

May 26, 2020

REFINITIV LIPPER FUND AWARDS

George Putnam Balanced Fund (PGEJX) R6 shares

Best Fund over 3 years and 5 years

Mixed-Asset Target Allocation Moderate Funds category

Putnam Income Fund (PINHX) R6 shares

Best Fund over 3 years

Core Bonds Funds category

See press release

Equity Outlook | Q2 2020

The road to recovery for equities

We explore what might lie ahead for the economy and markets, and provide an outlook for COVID-19 treatments.

Capital Markets Outlook | Fixed Income Outlook

Advisor Tech Tips

Stimulus funds: Now may be the time to help clients reassess financial goals

As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.

May 26, 2020

Headlines you need to know this week — May 27, 2020

Investors react to volatility

How investors react to volatility varies with age. A recent survey found two thirds of investors have changed their investment allocations based on recent market swings. Among respondents, Millennials tended to invest in equities, seeking value in less expensive beaten down stocks. Investors in the Gen X and Baby Boomer segments sought perceived safer investments such as money market funds or high-yield savings accounts.

Some report declining retirement confidence

Nearly one quarter of adults in a recent survey reported that they are less confident about their ability to retire comfortably due to the pandemic. The survey included those currently working as well as recently unemployed. The economic shutdown affected the jobs of 58% of workers in a range of ways including reduced hours or pay, layoffs or furloughs. Among Millennial respondents, 33% said they plan to take, or have already taken, an early withdrawal or loan from their retirement accounts.

Advisors expand communications during the pandemic

With businesses and investors on lockdown for weeks and increased market volatility, financial advisors have faced many challenges. Increased uncertainty has meant more client calls and higher workloads. Many advisors report meeting these challenges with more communications. Advisors note an increased use of online communications and video for conferences.