White Papers
| Title | Description | Date |
|---|---|---|
| Money market (in)eligible: An update on reform and emerging opportunities | Ongoing regulation of money market funds has shrunk the universe of money market-eligible securities. In this context, Putnam identifies attractive opportunities for yield just outside the money fund borders. | 20140201February 2014 |
| Thinking outside the index | Attractive income investments exist today outside of the Barclays Capital U.S. Aggregate Bond Index. | 20140101January 2014 |
| Capital Markets Outlook | Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. | 20140101January 2014 |
| Fixed-Income Outlook | In this sector-by-sector analysis of the fixed-income markets, Putnam's Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. | 20140101January 2014 |
| Independent equity research: How we do it, and why it matters to investors | Members of Putnam's equity research team explain their philosophy and practice of independent equity research, including their emphasis on developing high-conviction, non-consensus views. | 20131001October 2013 |
| New thinking, new solutions | At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. | 20130401April 2013 |
| Lifetime Income Scores III: Our latest assessment of retirement preparedness in the United States | Now in its third year, our annual study of retirement preparedness incorporates new data on the impact of factors like inheritance and mortality rates for common health conditions. | 20130401April 2013 |
| A time for leadership | Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. | 20121201December 2012 |
| Seeking a better balance: Putnam's dynamic risk allocation strategy | Putnam's take on risk parity is a multi-faceted approach targeting risk-adjusted return potential across asset-classes, in bull and bear market periods, and in lower-volatility securities. | 20130201February 2013 |
| Policy impasse and the repricing of risk | With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. | 20120601June 2012 |
| Dominant variables: Keys to success in defined contribution savings | The ability of working Americans to replace their pre-retirement income depends on several important variables — including contributing at least 10% to a workplace savings plan. | 20120501May 2012 |
| Opportunity in leveraged companies | Securities of leveraged companies often benefit from economic recovery. Read about Putnam's approach. | 20130401April 2013 |
| Absolute return investing | The fundamentals of absolute return investing: diversification, flexibility, and risk management. | 20130101January 2013 |
| Holding the middle ground with convertible securities | With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. | 20130101January 2013 |
| Smoothing out the rough patches | Absolute return in a portfolio may help provide a less volatile investment experience. | 20130101January 2013 |
| Resisting the policy threat to retirement savings | Finding lifelong income solutions may require looking no further than today's retirement plans. | 20120301March 2012 |
| Title | Description | Date |
|---|---|---|
| Capital Markets Outlook | Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. | 20140101January 2014 |
| Fixed-Income Outlook | In this sector-by-sector analysis of the fixed-income markets, Putnam's Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. | 20140101January 2014 |
| Title | Description | Date |
|---|---|---|
| A time for leadership | Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. | 20121201December 2012 |
| Policy impasse and the repricing of risk | With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. | 20120601June 2012 |
| Title | Description | Date |
|---|---|---|
| Money market (in)eligible: An update on reform and emerging opportunities | Ongoing regulation of money market funds has shrunk the universe of money market-eligible securities. In this context, Putnam identifies attractive opportunities for yield just outside the money fund borders. | 20140201February 2014 |
| Capital Markets Outlook | Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. | 20140101January 2014 |
| Independent equity research: How we do it, and why it matters to investors | Members of Putnam's equity research team explain their philosophy and practice of independent equity research, including their emphasis on developing high-conviction, non-consensus views. | 20131001October 2013 |
| Opportunity in leveraged companies | Securities of leveraged companies often benefit from economic recovery. Read about Putnam's approach. | 20130401April 2013 |
| Holding the middle ground with convertible securities | With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. | 20130101January 2013 |
| Title | Description | Date |
|---|---|---|
| Thinking outside the index | Attractive income investments exist today outside of the Barclays Capital U.S. Aggregate Bond Index. | 20140101January 2014 |
| Fixed-Income Outlook | In this sector-by-sector analysis of the fixed-income markets, Putnam's Co-Heads of Fixed Income offer their assessment of investment opportunities ahead. | 20140101January 2014 |
| New thinking, new solutions | At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. | 20130401April 2013 |
| Policy impasse and the repricing of risk | With policy options running out for the developed world economies, growth volatility may be on the rise and out-of-benchmark sectors in fixed income may matter more to investors. | 20120601June 2012 |
| Title | Description | Date |
|---|---|---|
| Capital Markets Outlook | Stocks around the world can benefit from an improving global economy, but interest-rate-sensitive bonds remain vulnerable. | 20140101January 2014 |
| New thinking, new solutions | At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. | 20130401April 2013 |
| Seeking a better balance: Putnam's dynamic risk allocation strategy | Putnam's take on risk parity is a multi-faceted approach targeting risk-adjusted return potential across asset-classes, in bull and bear market periods, and in lower-volatility securities. | 20130201February 2013 |
| Absolute return investing | The fundamentals of absolute return investing: diversification, flexibility, and risk management. | 20130101January 2013 |
| Smoothing out the rough patches | Absolute return in a portfolio may help provide a less volatile investment experience. | 20130101January 2013 |
| Title | Description | Date |
|---|
| Title | Description | Date |
|---|---|---|
| New thinking, new solutions | At Putnam, we believe that the preservation and growth of wealth through investing is an active endeavor. Accordingly, this paper explores how investment innovation is an imperative at our firm. | 20130401April 2013 |
| Lifetime Income Scores III: Our latest assessment of retirement preparedness in the United States | Now in its third year, our annual study of retirement preparedness incorporates new data on the impact of factors like inheritance and mortality rates for common health conditions. | 20130401April 2013 |
| A time for leadership | Achieving sustainable fiscal solvency in the United States may be the key policy challenge of our time. | 20121201December 2012 |
| Dominant variables: Keys to success in defined contribution savings | The ability of working Americans to replace their pre-retirement income depends on several important variables — including contributing at least 10% to a workplace savings plan. | 20120501May 2012 |
| Resisting the policy threat to retirement savings | Finding lifelong income solutions may require looking no further than today's retirement plans. | 20120301March 2012 |