Shep Perkins, CFA
Chief Investment Officer, Equities
Mr. Perkins is Chief Investment Officer, Equities, for Putnam Investments and a member of Putnam's Operating Committee. He is responsible for leading Putnam’s Equities group, including the portfolio management, research, and trading areas. In addition, Mr. Perkins is a portfolio manager of Putnam Global Equity Fund and Putnam Sustainable Leaders Fund. Previously at Putnam, Mr. Perkins was Co- Head of Equities and provided strategic direction to portfolio managers and equity analysts. He joined Putnam in 2011 and has been in the investment industry since 1993.
Whitepapers
17-Oct
Analysis of global equity markets from the Co-Heads of U.S. and International Equities.
Blog posts
Italy may be conduit for EM contagion
September 18, 2018
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
Italy may be conduit for EM contagion
September 17, 2018
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
Are non-U.S. stocks truly cheap?
April 23, 2018
On the surface, U.S. stocks appear more expensive than non-U.S. stocks, but a quantitative comparison reveals the impact of sector valuations.