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.
Politics and protectionism may restrain economic momentum
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. | 03/01/2018|March 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. | 09/01/2017|September 2017 |
| Recognizing a new reality in the securitized sector | Securitized mortgage sectors have evolved in recent years. Putnam explains the attractive risk premiums available and the diversification benefits they offer to income portfolios that favor government or corporate credit. | 09/01/2017|September 2017 |
| Revisiting "Thinking outside the index" | Leaders of Putnam's fixed income group outline their independent thinking on the forms of fixed income risk and discuss the risk-return potential of sectors outside the Barclays U.S. Aggregate Bond Index. | 08/01/2017|August 2017 |
| 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. | 10/01/2016|October 2016 |
| Absolute return strategies offer modern diversification | As investors look for diversification beyond traditional stock and bond funds, absolute return strategies can provide a differentiated return and risk profile and the potential to reduce long-term portfolio volatility. | 01/01/2018|January 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. | 09/01/2017|September 2017 |
| Improving portfolio efficiency with multi-asset absolute return strategies | Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification. | 11/01/2016|November 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. | 02/01/2018|February 2018 |
| 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. | 10/01/2015|October 2015 |
| Capital Markets Outlook | In this quarterly review of global capital markets, Putnam portfolio managers describe their current views on opportunities, risks, and portfolio strategies. | 7/6/2018|July 2018 |
| Fixed Income Outlook | Analysis of global bond market sectors from the investment leaders of Putnam's Fixed Income group. | 4/25/2018|April 2018 |
| Equity Outlook | Analysis of global stock markets from Putnam's equity investment professionals. | 5/1/2018|May 2018 |