|Low-gear growth ahead for developed economies
||The world's long-term growth outlook has major implications for portfolio strategies. Putnam examines the components of GDP growth, including labor productivity and demographic factors, to offer a detailed view of four major developed economies.
|Capital Markets Outlook
||Analysis of current market themes and asset class opportunities from investment leaders across Putnam.
|Money market reform and the short end of the bond market
||Changes to the regulation of money market funds as the SEC's new Rule 2a-7 is implemented may cause volatility at the short end of the yield curve.
|Navigating the oil fields
||The surge in North American production has reshuffled risk and investment opportunities in the global energy sector.
|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.
|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.
||Analysis of global bond market sectors from the Co-Heads of Fixed Income.
||Analysis of global equity markets from the Co-Heads of U.S. and International Equities.
|Improving portfolio efficiency with multi-asset absolute return strategies
||Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification.
|Opportunity in leveraged companies
||Portfolio manager David Glancy describes how to find attractive securities across the capital structure of leveraged companies.
|Absolute return investing
||This primer outlines the philosophy and the fundamentals of absolute return investing: diversification, flexibility, and risk management.
|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.