Putnam Perspectives

Explore research driven analysis of evolving market themes.


Bigger tax refunds may help boost retirement savings

Bigger tax refunds may help boost retirement savings

Projections of larger tax refunds this year could mean an increase in contributions to retirement savings.

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How company diversity can help performance

How company diversity can help performance

The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.

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Use wellness to gain wealth

Use wellness to gain wealth

New research found that a worker who focuses on wellness may save nearly $100,000 more for retirement than someone who does not manage their health well.

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October stock market volatility may signal a shift

October stock market volatility may signal a shift

Recent stock market volatility reflects a process of pricing in the fact that the global growth outlook has diverged.

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Calibrate equity allocations with higher savings rates

Calibrate equity allocations with higher savings rates

Evidence of higher savings rates by plan participants make it reasonable to consider lower equity allocations across the glide path of target-date funds.

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How to plan more rationally for longevity risk

How to plan more rationally for longevity risk

Longevity risk — the possibility outliving one's money in retirement — is a genuine risk, but data suggests that many people overestimate its likelihood.

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Retirement savings receive attention on Capitol Hill

Retirement savings receive attention on Capitol Hill

A number of bills to reform retirement savings are alive in the U.S. Congress this year.

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Putting savers at the center of retirement plans

Putting savers at the center of retirement plans

In the past decade, investors have poured significant assets into target date funds, but savings in retirement vintages have been shrinking.

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Key risks to consider in glide path design

Key risks to consider in glide path design

Sequence risk is the key risk that target-date investment managers need to address along the glide path.

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Sustainable investing: Assessing the choices

Sustainable investing: Assessing the choices

Sustainable investing is growing in popularity, and investors should be thoughtful about choosing from a range of strategies and portfolios.

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HSAs may help workers save more for retirement

HSAs may help workers save more for retirement

Workers saving in both health savings accounts (HSAs) and 401(k) plans tend to save more in their 401(k).

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Are international stocks truly cheap?

Are international stocks truly cheap?

On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.

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Health savings accounts could add to retirement wealth

Health savings accounts could add to retirement wealth

Educate employees about the advantages of a health savings accounts as a way to build flexible long-term assets.

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Just how cheap are European equities?

Just how cheap are European equities?

Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.

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Looking for impact in CEO compensation

Looking for impact in CEO compensation

It’s important for investors to be able to understand how a company’s performance relates to CEO compensation.

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Using and enhancing ESG investment data

Using and enhancing ESG investment data

ESG data is having investment impact but is still evolving, and stands to benefit from feedback offered by fundamental analysts.

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The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.