|Low-gear growth ahead for developed economies
||The world's long-term growth outlook has major implications for portfolio strategies. Putnam examines the components of GDP growth, including labor productivity and demographic factors, to offer a detailed view of four major developed economies.
|Alternatives in action: A guide to strategies for portfolio diversification
||Putnam offers insights for using alternative strategies in portfolio construction by comparing performance in different economic scenarios over the past 20 years.
|Capital Markets Outlook
||Analysis of current market themes and asset class opportunities from investment leaders across Putnam.
|The "old normal" returns
||Putnam peels back the layers of U.S. GDP growth and projects that future growth will return to pre-2008 levels, driven by the innovation and efficiencies that proceed from sectors like technology.
|Money market reform and the short end of the bond market
||Changes to the regulation of money market funds as the SEC's new Rule 2a-7 is implemented may cause volatility at the short end of the yield curve.
|Independent equity research: How we do it, and why it matters to investors
||Members of Putnam's equity research team explain their philosophy and practice of independent equity research, including their emphasis on developing high-conviction, non-consensus views.
|Revisiting "Thinking outside the index"
||Leaders of Putnam's fixed-income group outline their independent thinking on the forms of fixed-income risk and discuss the risk-return potential of sectors outside the Barclays U.S. Aggregate Bond Index.
||Analysis of global bond market sectors from the Co-Heads of Fixed Income.
||Analysis of global equity markets from the Co-Heads of U.S. and International Equities.
|The future opportunity in securitized mortgages
||Putnam sees a significant opportunity to pursue liquid alternative strategies in securitized mortgage debt as new regulation transforms this market.
|Improving portfolio efficiency with multi-asset absolute return strategies
||Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification.
|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.