Portfolio manager Darren A. Jaroch, CFA

"I've always been patient and disciplined. And I think those traits have served me well as an investor."

  Putnam Equity Income Fund

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Analysis of evolving market themes.

For the markets, trade trumps inflation

The popular narrative of the February market correction focused on inflation. We have a different interpretation.

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Tactical allocation for volatile markets

Putnam Dynamic Asset Allocation Growth Fund

Morningstar Rating
Overall rating out of 314 Allocation--70% to 85% Equity funds

Economic Update for May 21, 2018


  • Housing starts dropped 3.7% in April, according to the Census Bureau.
  • The Con ...

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