James A. Fetch
Head of Portfolio Construction
|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 team
We believe BDCs are built to deliver dividends in a recession
We believe stocks of business development companies have evolved to better withstand a recession, and their dividends can remain at highly attractive levels.
The Fed walks a line between inflation and financial stability
Given the fragilities in financial markets, the Fed will likely move cautiously in monetary tightening to fight inflation.
Will interest rates go down?
Our base case for our strategy remains that a recession will wipe out excess savings, and the relatively low interest-rate environment will return.
How an active core strategy can benefit equity investors
An active core strategy backed by fundamental, sector-based research has demonstrated impressive long-term performance versus passive strategies.