Advisor-only Webcast | Fixed income opportunities and uncertainty | August 6, 2020

V-shaped recovery proving elusive

Putnam Perspectives

V-shaped recovery proving elusive

The U.S. and global economic recoveries are unlikely to be “V-shaped” as businesses and consumers remain wary of returning to pre-pandemic behavior.

Pandemic underscores need for college checklist

Wealth Management Ideas

Pandemic underscores need for college checklist

This fall, preparing a college checklist may be more important than ever as the ongoing pandemic is affecting how colleges re-open.

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)

Equity Outlook  |  Q3 2020

Mid-year insights: Assessing the risks

Mid-year insights: Assessing the risks

We discuss the potential impact of a second wave of the coronavirus and we offer insights on how businesses are faring as COVID-19 restrictions are eased.

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Capital Markets Outlook  |  Fixed Income Outlook

Advisor Tech Tips

Retirement and estate planning: Three discussions to have with clients now

Retirement and estate planning: Three discussions to have with clients now

The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.

Headlines you need to know this week   —   August 4, 2020

Survey finds advisors focus on growth
Many financial advisory firms are focused on growth, according to a survey conducted from January through April. The survey found that 73% of firms plan to hire more advisors over the next 12 months. In addition, respondents noted that they had been adding services such as tax and estate planning, and lifestyle management, which helps to build client relationships.
Advisor communications change under pandemic
In a recent survey, 57% of investors said that communications with advisors had changed due to the pandemic. In addition, 62% said they would maintain these new methods of communication after the pandemic ends. According to the survey, 58% said they preferred telephone calls, 46% used email, and 36% engaged in video chat. Other communication channels used were text, in-person, and social media.
Investor optimism declines
Bullish sentiment fell in the recent AAII Investor Sentiment Survey, losing 5.8 percentage points, while bearish views moved only slightly higher. The biggest advance in the survey was toward a neutral position, which gained 4.2 percentage points. Bearish sentiment — that stock prices would decline in the next six months — gained 1.6 percentage points.

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