Explore our thinking about today's financial markets


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Manager insights: Bulls, bears, and bond markets

March 31, 2020  |  Fixed income

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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Manager insights: Bulls, bears, and bond markets

Capital Markets Outlook

Risks have eased, but so has growth

Risks have eased, but so has growth

January 22, 2020  |  Capital Markets Outlook

We favor reducing risk as we look for proof that earnings can support asset valuations.

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Fixed Income Outlook

Bonds likely to be range bound in 2020

Bonds likely to be range bound in 2020

January 27, 2020  |  Fixed Income Outlook

Global growth will likely stabilize and remain soft as we head into 2020.

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Equity Outlook

Fashion industry tackles sustainability challenges

Fashion industry tackles sustainability challenges

December 27, 2019  |  Equity Outlook

Our Sustainable Investing Team discusses efforts to address environmentally unfriendly processes.

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All posts
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.

More

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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401(k) reaches milestone as innovation continues

401(k) reaches milestone as innovation continues

As the 401(k) reaches milestone, the workplace savings plan continues its evolution, adapting to changing demographics and savers’ needs.

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ESG Outlook for 2019

ESG Outlook for 2019

We see increasing evidence that systems thinking is becoming more prevalent and influential throughout corporations and the investment community.

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What November means for 2019

What November means for 2019

The events of November provide a fresh view of two key risks facing the economy in 2019 — a hawkish Fed and an escalation of the trade war.

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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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Shaping the curve in glide path design

Shaping the curve in glide path design

In designing an optimal glide path for a target date fund, it is critical to focus on portfolio size, investor time horizon, and volatility.

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