Explore our thinking about today's financial markets


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Company diversity and social justice

June 23, 2020  |  Equity

Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.

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Company diversity and social justice

Capital Markets Outlook

Markets wrestle with policy versus the pandemic

Markets wrestle with policy versus the pandemic

April 8, 2020  |  Capital Markets Outlook

We are looking for progress in public health and credit market indicators as policy responds to the economic shock surrounding the pandemic and efforts to contain it.

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Fixed Income Outlook

A bull or bear market for bonds?

A bull or bear market for bonds?

April 28, 2020  |  Fixed Income Outlook

An extremely sharp global downturn is unfolding as the coronavirus pandemic takes a toll on economic activity and sentiment.

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Equity Outlook

Mid-year insights: Assessing the risks

Mid-year insights: Assessing the risks

June 26, 2020  |  Equity Outlook

We discuss the potential impact of a second wave of the coronavirus and we offer insights on how businesses are faring as COVID-19 restrictions are eased.

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All posts
Company diversity and social justice

Company diversity and social justice

Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.

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Disruptive change: A growth driver for small companies

Disruptive change: A growth driver for small companies

Disruptive change is often the force that enables small companies to compete against their larger peers.

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Navigating market turmoil: Our intrinsic value compass

Navigating market turmoil: Our intrinsic value compass

Our investments in the communications sector help illustrate our intrinsic value approach to finding opportunities.

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Sustainability research: A week in the life of our team

Sustainability research: A week in the life of our team

Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.

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Behavioral shifts bring investment opportunities

Behavioral shifts bring investment opportunities

Many businesses that have been resilient and strong during the COVID-19 crisis are likely to become even stronger in the aftermath.

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Coronavirus tests limits of U.S. stimulus plans

Coronavirus tests limits of U.S. stimulus plans

The coronavirus pandemic is testing the limits of fiscal and monetary policy responses from Congress and the Federal Reserve to boost the economy and calm financial markets.

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Sustainable value: Gender diversity on corporate boards

Sustainable value: Gender diversity on corporate boards

Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.

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ESG issues alive in healthcare

ESG issues alive in healthcare

Our team analyzes medical costs and access as ESG issues affecting human well-being and sustainable economic development.

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What’s next for the hard-hit financials sector?

What’s next for the hard-hit financials sector?

The financials sector has been among the hardest hit from the COVID-19-induced equity market selloff, but there are reasons for optimism.

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Perspectives on COVID-19

Perspectives on COVID-19

Putnam’s health-care analysts and portfolio managers offer their outlooks and perspectives on key aspects of the COVID-19 pandemic.

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Oil’s wild ride and what lies ahead

Oil’s wild ride and what lies ahead

Demand for oil has collapsed as the coronavirus pandemic devastates the global economy and curbs much of the need for fuel from companies and consumers.

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Navigating bond yields

Navigating bond yields

The trajectory of bonds yields will depend on the Federal Reserve's policies and fiscal stimulus amid a sharp global economic downturn.

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Investing for growth in volatile markets

Investing for growth in volatile markets

Putnam portfolio managers discuss managing risk and finding investment opportunities in challenging markets.

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Help plan sponsors be strategic fiduciaries

Help plan sponsors be strategic fiduciaries

As companies react to the economic shock, advisors can offer ideas to help plan sponsors in their role as strategic fiduciaries for their 401(k) plans.

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Social distancing generates recession

Social distancing generates recession

A recession is looming in the United States as COVID-19 and social distancing take a toll on economic activity.

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Manager insights: Bulls, bears, and bond markets

Manager insights: Bulls, bears, and bond markets

With the extreme swings in the market over the last few weeks, several of Putnam’s senior fixed-income managers shared their insights on the bond markets.

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Equity opportunities in challenging markets

Equity opportunities in challenging markets

Putnam’s equity investment professionals recently discussed market conditions, their strategies, and their outlooks.

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Recessions and the equity market:  A framework for investors

Recessions and the equity market: A framework for investors

In these days of significant market volatility, investors are looking for a framework.

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Stable value as an option for DC plans

Stable value as an option for DC plans

We outline key considerations for DC plan sponsors considering stable value funds as a capital preservation option.

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Manager insights on current volatility

Manager insights on current volatility

Putnam Investments hosted a webcast featuring insights on current volatility and the COVID-19 pandemic from three senior investment managers.

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The Fed reacts to coronavirus economic risks

The Fed reacts to coronavirus economic risks

The Fed made a proactive move to reduce the federal funds rate by 50 basis points.

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The impact of coronavirus on markets

The impact of coronavirus on markets

The spread of coronavirus infections is having an impact on China’s GDP and on financial market sentiment worldwide.

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The SECURE Act opens a new frontier for 401(k)s

The SECURE Act opens a new frontier for 401(k)s

The SECURE Act represents significant changes to retirement savings and could drive a expansion of workplace retirement savings plans including 401(k)s.

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Solutions to antibiotic resistance

Solutions to antibiotic resistance

As the focus on natural ingredients intensifies, so has concern about antibiotic use in food production.

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SECURE Act expands access to retirement plans

SECURE Act expands access to retirement plans

The SECURE Act of 2019 makes many changes to rules governing retirement savings including provisions to expand access to retirement plans.

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Millennial money drives 401(k) plan evolution

Millennial money drives 401(k) plan evolution

Growing in number, the Millennial generation is having an impact on the evolution of 401(k) plan design.

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Why stable value funds deserve a closer look

Why stable value funds deserve a closer look

Capital preservation strategies are not all alike, and plan sponsors need to carefully evaluate the options including money. market and stable value funds.

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Linking impact and performance

Linking impact and performance

Often, the same elements that create environmental and social benefits are driving positive financial performance.

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Engaging with allies to advance sustainable investing

Engaging with allies to advance sustainable investing

We collaborate with institutions to examine and understand the financial impacts of sustainability.

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To reduce employee stress, increase wellness

To reduce employee stress, increase wellness

By offering financial wellness programs in the workplace, employers may help employees reduce money-related stress.

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Talking sustainability with CEOs

Talking sustainability with CEOs

We have ongoing dialogue with the management teams of companies in which we invest, across a wide range of sustainability-related topics.

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The SECURE Act: Completing an unfinished masterpiece

The SECURE Act: Completing an unfinished masterpiece

Congress is considering the SECURE Act, which would enhance workplace retirement savings plans and extend access to millions of workers.

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Employers add student loan aid to retention toolkit

Employers add student loan aid to retention toolkit

College debt set a record high this year and many employers have added student loan aid to their benefit offerings to attract and retain workers.

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The 3 Rs of a retirement plan

The 3 Rs of a retirement plan

It is important to consider whether your retirement plan is on track to help meet the goals of retirement, recruitment, and retention.

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A success score for the 401(k)

A success score for the 401(k)

A traditional gauge of success for the 401(k) measures inputs, but companies also need to track outcomes to determine if a plan is successful.

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Actively targeting inflation risk for retirement savers

Actively targeting inflation risk for retirement savers

We explain why a dynamic approach to hedging inflation risk in a target-date fund may be a better way to protect a retirement nest egg.

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Investing for impact  |  Q&A with Stephanie Henderson

Investing for impact | Q&A with Stephanie Henderson

A member of Putnam's sustainable investing team describes her motivations for spreading ESG fluency throughout the firm to enhance fundamental insights.

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Market volatility returns to "old" normal

Market volatility returns to "old" normal

Our outlook for stock market volatility sees the levels reached in 2018 continuing, in part because these levels were close to the long-term norm.

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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.