Expert views on issues shaping the investment landscape
Putnam experts provide in-depth analysis of emerging trends in financial markets, asset classes, and industry sectors.
Fixed Income Outlook
Analysis of global bond markets and currencies from the investment leaders of Putnam's Fixed Income group.
Capital Markets Outlook
Perspective on the global economy and asset classes with insight on market history.
Management incentive compensation: Trends, observations, and value to fundamental research
Incentive compensation is a foundational governance issue that can influence corporate strategy, culture, and business outcomes. Read in this paper how we analyze thoughtful incorporation of ESG metrics in incentive plans.
Toward a circular economy: Investments for a Thriving Planet®
The global economy currently demands more of Earth's resources than the planet can sustain. Among potential new solutions, the concept of the circular economy has emerged to inform business leaders and investors about maximizing the effective use of resources and minimizing waste.
Investing for a thriving world
Learn how Putnam's Sustainable Equity team identifies connections between companies and the world's sustainability challenges to develop investment themes across three categories — thriving people, a thriving public, and a thriving planet.
ESG's North Star: A guide to financial materiality for multi-asset investing
Explore why it is important to tailor ESG analysis to the strategic differences between equity and fixed income asset classes, which include security types, investment universes, and portfolio goals.
The past, present, and future of bond markets
We believe the search for fixed income returns over the next decade will be at the earlier stages of capital creation in assets such as convertible bonds, high-yield credit, leveraged loans, and emerging market debt.
Learn about Putnam’s hybrid equity research model and how analysts collaborate to generate insights that drive fund performance.
The Pivotal Role of Investors in Worker Financial Security
This report details the current state of employer investment in employee financial security, including recent efforts by employers and their benefits providers; makes the case for considering worker financial security within ESG frameworks; and highlights best practices for employers and investors to improve their business practices and investments related to employee financial security.
Toward racial justice: Markers of corporate leadership in the United States
Addressing a topic made more pertinent by the impact of the Covid-19 pandemic and the 2020 public protests over the killings of Breonna Taylor and George Floyd, we analyze corporate efforts toward racial justice within our sustainable investing framework. Our report explores the past, present, and future of racial and corporate leadership and the potential implications for investors.
Mental health: Insights and potential investment implications
The Covid-19 pandemic has put a spotlight on issues related to mental health. Although it is too soon to draw conclusions, we believe several clear trends have emerged during the pandemic — some worrisome, some promising. Our report explores these developments and the potential implications for investors.
Putnam Sustainable Equity: Sustainability and impact report
We are pleased to share our annual description of Putnam’s Sustainable Equity process, which includes analysis of key sustainability metrics for Putnam Sustainable Leaders and Putnam Sustainable Future. These reports describe how we aim to generate excellent financial performance through a focus on investment-relevant sustainability leadership and solutions.
Holding the middle ground with convertible securities
With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. This study highlights Putnam's active approach to managing a convertibles portfolio.