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
Members of Putnam's equity team offer insights and outlook on the consumer sector.
An active core strategy backed by fundamental, sector-based research has demonstrated impressive long-term performance versus passive strategies.
In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.