Seamus S. Young, CFA
Senior Investment Director, Global Asset Allocation
Model Portfolios
Putnam Aggressive Growth Model | ||||
Putnam Growth Model | ||||
Putnam Balanced Growth Model | ||||
Putnam Conservative Growth Model | ||||
Putnam Balanced Income Model | ||||
Putnam Income Model |
Blog posts
The persistency of multi-asset fund alpha
4/25/2018
Quantitative analysis indicates that alpha generated by multi-asset managers may have persistency, both positive and negative, up to a year.
Why rates matter to stocks, too
3/20/2017
Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.
How alts have performed in the long run
2/18/2016
Comparing the long-term returns and volatility of alternative investments can provide clues on their potential for diversifying a portfolio.