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

Fixed Income Outlook

Analysis of global bond markets and currencies from the investment leaders of Putnam's Fixed Income group.

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Capital Markets Outlook

Capital Markets Outlook

Perspective on the global economy and asset classes with insight on market history.

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Treasury Inflation-Protected Securities: How they function and the headwinds they face

Treasury Inflation-Protected Securities: How they function and the headwinds they face

Treasury Inflation-Protected Securities (TIPS) offer benefits for hedging against inflation, but they also face headwinds when real interest rates increase and inflation rates begin to decline.

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The past, present, and future of bond markets

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.

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Integrated Insights

Integrated Insights

Learn about Putnam’s hybrid equity research model and how analysts collaborate to generate insights that drive fund performance.

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Buyer beware: Reasons to reconsider passive EM ETFs

Buyer beware: Reasons to reconsider passive EM ETFs

Our study indicates active strategies can outperform passive strategies in emerging markets, which are more dynamic and less researched than developed markets.

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The active edge in sustainable investing

The active edge in sustainable investing

Putnam's Sustainable Investing team provide insights on how their active, fundamental research is key to unlocking differentiated insights and creating alpha.

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Impact Report

Impact Report

A dialogue with investors

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Holding the middle ground with convertible securities

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.

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