Putnam Investments

Advisor-only Webcast | Opportunities in small-cap growth | June 25, 2020

MOST VIEWED FUNDS FROM LAST WEEK

See 10 most viewed funds | See all funds

Putnam Perspectives

Company diversity and social justice

Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.

June 23, 2020

Wealth Management Ideas

Small-business owners need to act soon on loan program

There is still funding available loans under the Paycheck Protection Program (PPP), but small-business owners need to apply before June 30, 2020.

June 24, 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

Fixed Income Outlook | Q2 2020

A bull or bear market for bonds?

An extremely sharp global downturn is unfolding as the coronavirus pandemic takes a toll on economic activity and sentiment.

Equity Outlook | Capital Markets Outlook

Advisor Tech Tips

Advisor survey: What are your peers’ best practices during the COVID-19 crisis?

Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.

June 18, 2020

Headlines you need to know this week — June 23, 2020

Wealthiest cut spending most during pandemic

The wealthiest 25% of households cut their consumer spending more than any other income group during the peak of the pandemic, according to research from Harvard University. As a result, businesses that cater to wealthy customers saw a sharp decline in revenues. The study found that small businesses in wealthy regions of the country reported significant lay offs.

Views differ on who’s in charge of finances

Men and women in a recent survey had differing views on who was in charge of household finances. The survey found that 56% of women said they “shared responsibility” for spending and investing, and 31% said they were “primarily responsible.” Only 5% of married men said their spouse or partner was in charge of financial decisions and 40% said they shared responsibility.

Social Security may face insolvency sooner than expected

Social Security’s insolvency may be accelerated due to the COVID-19 pandemic, according to a recent report from The Wharton School of the University of Pennsylvania. The research found that the trust funds that provide benefits for retirees and individuals with disabilities could be depleted four years earlier than expected — in 2032. In addition, those turning 60 this year could see a further reduction in benefits. Social Security uses a formula that is based on the Average Wage Index for the year an individual turns 60. This year’s economic downturn could be a drag on that index.