Expert views on issues shaping the investment landscape
Putnam experts provide in-depth analysis of emerging trends in financial markets, asset classes, and industry sectors.
Caution with a chance of bearishness
Jason R. Vaillancourt, CFA
Co-Head of Global Asset Allocation
- All
- Outlook
- Equity
- Fixed income
- Asset allocation
- Absolute return
| Title | Date | |
|---|---|---|
| The glide path less traveled | A critical examination of the factors involved in glide path design and a demonstration of features that can reduce variability in participant outcomes. | 04/01/2018|April 2018 |
| Alpha found: Comparing active multi-asset managers with a passive model | Contributing to the active vs. passive management debate, this study of performance across Morningstar's allocation categories shows that active multi-asset managers outperformed passive strategies over time. | 03/01/2018|March 2018 |
| Enhancing the stability of stable value with traditional GICs | Within the realm of stable value, traditional guaranteed investment contracts (GICs) have frequently been misunderstood and little used — despite their attractive characteristics. Putnam takes a closer look at the benefits of traditional GICs as part of a strategic allocation within stable value strategies. | 08/01/2018|August 2018 |
| Optimizing the target-date glide path | Our research shows that a lower equity allocation at and throughout retirement provides the highest probability of retirement success. | 09/01/2018|September 2018 |
| Improving portfolio efficiency with multi-asset absolute return strategies | Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification. | 10/01/2016|October 2016 |
| Holding the middle ground with convertible securities | With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. This study highlights Putnam's active approach to managing a convertibles portfolio. | 02/01/2019|February 2019 |
| Alternatives in action: A guide to strategies for portfolio diversification | Putnam offers insights for using strategies in portfolio construction by comparing performance in different economic scenarios over the past 20 years. | 05/01/2018|May 2018 |
| Capital Markets Outlook | Putnam's Global Asset Allocation team provides its current views on market opportunities, risks, and portfolio allocations. | 7/9/2019|July 2019 |
| Fixed Income Outlook | Analysis of global bond markets and currencies from the investment leaders of Putnam's Fixed Income group. | 4/24/2019|April 2019 |
| Equity Outlook | Analysis of global stock markets from Putnam's equity investment professionals. | 6/14/2019|June 2019 |