Infographics

Why diversify? Market leadership changes

In dynamic financial markets, the performance of investments can change frequently.

Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.

Data is as of 12/31/16


See what active duration strategies can do

It's important to consider the interest-rate risk that may be embedded in Treasury bonds or the Barclays U.S. Aggregate Bond Index if these investments are in your clients' portfolios. Explore how Putnam funds have used active duration strategies to improve performance during periods of rising interest rates.

Last update: April 2017

Diversify with a single fund

With a globally diversified portfolio, Putnam Dynamic Asset Allocation Balanced Fund can benefit from many asset classes while avoiding market extremes.

Data as of 12/31/16