Putnam Investments

Advisor-only Webcast | Putnam's 2022 Investment Framework | January 20, 2022

Learn more and get 2021 tax resources, including information about capital gains for 2021, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

Putnam Perspectives

Finding growth potential in unexpected places

For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.

January 12, 2022

Wealth Management Ideas

Required distributions on inherited retirement accounts reduced in 2022

New life expectancy table mean RMDs on inherited accounts will be reduced this year.

January 19, 2022

FUND AWARDS

2020 rankings in Barron's Best Fund Families
(published February 2021)

Ten years

#3 out of 44

Five years

#14 out of 50

One year

#22 out of 53

Refinitiv Lipper fund awards

Putnam International Value Fund

Best Fund in the International Large-Cap Value Fund category

(R6 shares/PIGWX among 33 funds over 5 years)

(Y shares/PNGYX among 29 funds over 10 years)

Equity Insights | January 3, 2022

The equity bull market is intact

In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.

Fixed Income Outlook | Capital Markets Outlook

Advisor Tech Tips

How TikTok "finfluencers" are shaping the future of investing

TikTok "finfluencers" flexed their influence in 2021, with some creators attracting millions of followers.

January 18, 2022

Headlines you need to know this week — January 18, 2022

Many workers seeking financial advice

In a recent survey of more than 5,700 adults, respondents cited the top five financial areas where there was an unmet need for advice – an advice gap. The topics included handling market volatility, choosing investments, estimating required minimum distributions (RMDs), making buy/sell decisions on investments, and estate planning. Calculating RMDs was among the top five concerns across all age groups. Estate planning advice was an unmet need across all income levels. More households sought help for multiple financial tasks in 2021, with growth driven by households with $100,000 to $500,000 in assets.

Investors less bullish on stock market, survey

Investor sentiment grew more bearish in the AAII Investor Sentiment Survey for the week ended January 12, 2022. The percentage of those citing a bearish sentiment – the belief that stock prices will decline in the next six months – increased to 38.3% from 33.3% in the previous week. A bullish sentiment — the belief that stock prices will rise — dropped to 24.9% from 32.8% in the prior survey. The number of people citing a neutral view increased by 2.9 percentage points.

Student debt is obstacle for Millennials

Student debt has impacted Millennials more than any other generation according to a new study. Many Millennials feel financially stalled by rising college costs and the ongoing economic recovery. The research looked at the impact of student and medical debt keeping many Millennials from saving and building credit to buy a home. Among respondents, 40% said student debt has had a “moderate” to “very strong" negative impact on their plans to purchase a home.