Shep Perkins, CFA
Co-Head of Equities
Funds managed |
Fact sheet | Annual | Semi-annual |
|---|---|---|---|
| Global Equity Fund | |||
| Sustainable Leaders Fund |
Whitepapers
17-Oct
Analysis of global equity markets from the Co-Heads of U.S. and International Equities.
Putnam Investments - Defined Contribution Investment Only
- Blend 9
- Global Sector 9
- Growth 5
- Value 5
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Our fundamental approach
Only an active approach can offer more than the market. Our portfolio managers invest with conviction based on fundamental research and a proactive view of risk.
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Manager spotlight
D. William Kohli, Chief Investment Officer, Fixed Income on how his background in quantitative analysis contributes to his approach to investing in dynamic markets.
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How to plan more rationally for longevity risk
Longevity risk — the possibility outliving one's money in retirement — is a genuine risk, but data suggests that many people overestimate its likelihood.
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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.