Advisor-only Webcast | Economic reopening and its impact on growth investors | May 5, 2021

Tax Season 2020


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

China technology stocks in a reboot, not a shutdown

Putnam Perspectives

China technology stocks in a reboot, not a shutdown

China’s technology sector has cratered since February and we view the selloff as a buying opportunity in China tech.

When to choose a non-hardship 401(k) withdrawal

Wealth Management Ideas

When to choose a non-hardship 401(k) withdrawal

Some 401(k) plans allow investors age 59½ to take a non-hardship 401(k) withdrawal, providing the option to transfer savings to an IRA without penalty.


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)

Capital Markets Outlook  |  Q2 2021

Don't fall for inflation head fake

Don't fall for inflation head fake

Large, repeated government stimulus packages do not necessarily lead to inflation. See what this means for our strategy.

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Equity Insights  |  Fixed Income Outlook

Advisor Tech Tips

Investing in your clients: The American Jobs Plan

Investing in your clients: The American Jobs Plan

The Biden administration recently introduced its $2 trillion infrastructure proposal, the American Jobs Plan, that seeks to invest in both infrastructure and jobs. Still far from a done deal, the sweeping plan has the potential to impact many parts of the American economy, including your clients’ investments.

Headlines you need to know this week   —   May 4, 2021

More workers confident about retirement
More workers reported being confident about retirement in the 2021 EBRI Confidence Survey. In the survey, conducted in January 2021, 80% of respondents believe they will retire comfortably. The number of confident individuals was up from 76% when the survey was last taken, in March 2020. Last year, the survey was conducted in January and then re-visited in March 2020 to make before- and after-pandemic comparisons. Nearly one third of respondents said the pandemic had a negative impact on saving when they experienced reduced hours or job loss.
Robo advisors look to expand hybrid services
Assets managed by robo advisors continue to rise, driven largely by Millennial and GenZ investors, according to a recent report. Today, robos manage $460 billion and that total is projected to grow to $1.2 trillion by 2024, the report noted. Still, some investors are skeptical that robos could replace human investors. Many robo advisors are offering hybrid services, combining human and digital advice.
Most advisors use ESG investments
As a result of increased demand from investors, the majority (61%) of advisors in a recent survey said they use investment products focused on environmental, social, and governance (ESG) factors. They included 67% of advisors under age 40 and 71% of women advisors.

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