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.
Last update: October 2016
See what active duration strategies can do
It's important to consider the interest-rate risk that may be embedded in Treasury bonds or the Barclays U.S. Aggregate Bond Index if these investments are in your clients' portfolios. Explore how Putnam funds have used active duration strategies to improve performance during periods of rising interest rates.
Last update: July 2016
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.
Last update: September 2015
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?
Last update: February 2015
Why diversify? Market leadership changes
In dynamic financial markets, the performance of investments can change frequently. Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.
Last update: December 2015