*Barron's list of Best Fund Families of 2023. Out of 49 firms (1 year), 47 firms (5 year), 46 firms (10 year). Based on asset-weighted total returns.
Learn more and get 2023 tax resources, including information about capital gains for 2023, year-end tax estimates, tax rates for 2024, and more.
Putnam Perspectives
Why Gaza war has not yet caused an oil price spike
The calamity of war in Gaza since early October has so far had a more muted impact on oil prices than might have been expected. We analyze the market and share our outlook.
November 22, 2023
Wealth Management Ideas
Harnessing the power of step-up in cost basis
For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.
April 17, 2024
FIND AND ANALYZE FUNDS
Analyze investments
Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.
See tools and service optionsEquity Insights | December 20, 2023
The power of diversified alpha
Our diversified alpha approach seeks to avoid performance extremes. We use a stock-driven, rather than style-driven, process that gives us the chance to outperform our benchmarks in all market environments.
More »Fixed Income Outlook
Advisor Tech Tips
2023 survey of advisors' use of social media
Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.
April 4, 2023
Webinars you may have missed
Putnam's portfolio managers and investment professionals offer their latest insights and take your questions about the markets and Putnam funds. If you missed any of our recent webinars, replays are available.
Geopolitics and investing: A conversation with Admiral James Stavridis November 14, 2023
Top year-end planning considerations November 9, 2023
Pursuing value in today's market October 3, 2023
Navigating the changing terrain of Large Cap Value and Large Cap Growth July 26, 2023
For more, or to see any upcoming webinars, see our complete schedule
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