Putnam Investments

Advisor-only Webcast | The new case for emerging markets | March 10, 2021 | 4:15pm ET

Learn more and get 2020 tax resources, including information about capital gains for 2020, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

Putnam Perspectives

New York confident about recovery

New York leaders are confident about the state's economic recovery.

February 24, 2021

Wealth Management Ideas

Webcast: Tax outlook and strategies in the Biden era

Wealth management professionals offer a tax outlook and discuss tax smart strategies under the Biden era.

February 23, 2021

FUND AWARDS

2019 rankings in Barron's Top Fund Families
(published February 2020)

One year

#8 out of 55

Five years

#26 out of 52

Ten years

#8 out of 45

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)

Capital Markets Outlook | Q1 2021

The market’s potential sugar high

Amid a likely tug-of-war between positive and negative economic news, we favor investing with a flexible approach.

Fixed Income Outlook | Equity Outlook

Advisor Tech Tips

ESG investing is mainstream — and booming

FundVisualizer helps you get on board with socially responsible investments

February 16, 2021

Headlines you need to know this week — February 23, 2021

DOL fiduciary rule takes effect

The Department of Labor’s fiduciary rule took effect last week. According to a report, the DOL is expected to issue additional guidance around the rule in the coming days for retirement investors, benefit plans, and advisors.

Investments in sustainable funds doubled in 2020: Report

Assets in investments that focus on environmental, social, and governance (ESG) issues doubled in 2020, according to a recent report. ESG funds took in $51.5 billion in net new money, up from $21 billion in 2019. In addition, ESG investments accounted for approximately one quarter of all the assets that went into U.S. stock and bond funds last year, the report found.

Gen X and Millennials diverge on finance

While the Gen X and Millennial generations may have some characteristics in common, there are differences when managing money, according to a recent article. Gen Xers may be more focused on traditional saving. This generation tends to take a buy-and-hold approach, while Millennials are more active traders. While Millennials (48% in a separate survey) want to retire early, some may struggle with financial concepts such as budgeting, diversification, and saving for retirement.