Daniel W. Lahrman, CFA
Senior Investment Director, Global Asset Allocation
|Putnam Aggressive Growth Model|
|Putnam Growth Model|
|Putnam Balanced Growth Model|
|Putnam Conservative Growth Model|
|Putnam Balanced Income Model|
|Putnam Income Model|
More from the Asset Allocation team
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.
Active managers are in a unique position to manage risks in target-date strategies.
With historical context in mind, we argue that the fear surrounding rising rates and their impact on bonds and retirement portfolios is likely overblown.