Putnam Perspectives

Explore research driven analysis of evolving market themes.


What could disturb unprecedented calm in markets?

What could disturb unprecedented calm in markets?

What’s most remarkable about 2017 is the market calm, but this is not a sign that the trend will revert to the mean.

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Are millennials with HSAs thinking about retirement?

Are millennials with HSAs thinking about retirement?

More millennials may contribute to health savings accounts in recent years, but they may not be aware of the potential to save for retirement.

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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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Longevity and medical costs – education for the great unknowns

Longevity and medical costs – education for the great unknowns

Understanding the impact of longevity and medical costs on savings requires education and a proactive approach to saving.

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Why a meaningful near-term market correction is unlikely

Why a meaningful near-term market correction is unlikely

2017 is a rare year without a stock market correction of at least 5%, but that doesn't make a correction more likely in the fourth quarter.

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Avoiding retirement savings shortfalls requires a team effort

Avoiding retirement savings shortfalls requires a team effort

Plan features, employer match, deferral rates, and investor education all work together to help participants avoid retirement savings shortfalls.

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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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What motivates millennials to save for retirement?

What motivates millennials to save for retirement?

Recent surveys offer clues about retirement plan features and investment options that might motivate millennials to save more.

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Choosing an investing glide path to retirement

Choosing an investing glide path to retirement

When it comes to saving for retirement, a target-date fund offers a convenient feature — a glide path that systematically manages diversification.

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Are millennials missing out on retirement tax advantages?

Are millennials missing out on retirement tax advantages?

Millennials are saving at a higher rate than certain older generations, but may be missing out on the tax advantages of workplace savings plans.

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Why investor pessimism may be a good sign

Why investor pessimism may be a good sign

Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.

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What two of the best recession signals say today

What two of the best recession signals say today

Two indicators can give the quickest read on whether a recession may be near.

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Why Brazil's crisis creates new concerns

Why Brazil's crisis creates new concerns

The revelations of May 17 may pose a threat to President Temer's administration, and therefore a threat to Brazil's short- and medium-term economic outlook.

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Crisis abated, it’s time to dust off the old playbook

Crisis abated, it’s time to dust off the old playbook

Today's pro-cyclical, rising rate environment has a playbook with historical precedent.

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Why rates matter to stocks, too

Why rates matter to stocks, too

Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.

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What higher rates mean for income strategies

What higher rates mean for income strategies

What do higher rates mean after almost a decade of near-zero rates? It's time to reconsider risk in fixed-income portfolios.

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Can Trump follow Reagan's playbook?

Can Trump follow Reagan's playbook?

Trump administration fiscal policy is expected to be similar to Ronald Reagan's measures, but economic conditions today are much different than in 1981.

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See the dove in the Fed's dot plot

See the dove in the Fed's dot plot

The market sees a more hawkish Fed in the December 2016 rate hike, but we see see signs of a dove in the Fed's dot plot.

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Watch the euro as Italy votes

Watch the euro as Italy votes

We are watching the referendum in Italy this weekend for yet another existential crisis for the euro.

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Diversifying stable value with traditional GICs

Diversifying stable value with traditional GICs

Stable value portfolios that avoid traditional GICs may be missing a diversification opportunity that also offers liquidity.

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Negative interest rates explained

Negative interest rates explained

Today's unorthodox central bank policies have made negative interest rates more normal, with potential consequences for government bonds and the banking sector.

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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.