Infographics
The muni bond advantage
With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.
Municipal bonds may be one solution, particularly for higher income earners.
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Fed policy after QE Since 2009, the Federal Reserve's quantitative easing policies have pumped massive amounts of liquidity into the financial system through bond purchases. With the asset-purchase program at an end, there are new questions about interest rates. |
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Global investing calls for active management The global investment landscape has changed significantly since the 2008 financial crisis. The risks and opportunities are more diverse than they have been in years. Understanding — and taking advantage of — these evolving markets requires deep experience and intensive fundamental research. |
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See what active rate strategies can do It’s important to consider the risk of rising interest rates, which may be embedded in Treasury bonds or the Barclays U.S. Aggregate Bond Index. This infographic explores how Putnam funds have used active rate strategies to improve returns during periods of rising interest rates. View the performance difference. |
October 2014 |
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Retirement matters Financial planners suggest that finding the ideal retirement spot means weighing a number of pros and cons about each state — and not just the weather — including the size of the tax bite, which can vary greatly. How does your state rate on taxes? |
