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Diversify a portfolio with long-term and timely strategies

Consider these ideas to discuss with your advisor.

Changing interest rates call for active fixed-income strategies.

AN APPROACH FOR MANAGING VOLATILITY

Navigate rates with a strategy that pursues a balance of risk and return above the levels of cash.

AN UNCONSTRAINED APPROACH

Consider funds that seek multiple sources of return outside traditional indexes.


Being smart about taxes can enhance current income.

A BROADLY DIVERSIFIED APPROACH

Pursue tax-advantaged income with a nationally diversified portfolio of higher-quality bonds.

A HIGHER INCOME APPROACH

Consider a fund that seeks high current income exempt from federal income tax by investing in lower-rated municipal bonds.


Multi-asset portfolios create potential to improve risk-adjusted returns.

A TRADITIONAL APPROACH

Diversify with a dynamic, global allocation portfolio.

AN ALTERNATIVE APPROACH

Diversify with a multi-asset absolute return strategy with tools that seek to reduce portfolio risk.

A DEEPER DIVE

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Watch Robert J. Schoen and James A. Fetch discuss how the correlation of stocks and bonds might be changing.

Read about improving portfolio efficiency with multi-asset absolute return portfolios.


The U.S. economy may be poised for stronger growth.

A THEMATIC APPROACH

Consider a fund that invests to benefit from multiple growth trends.

A DIVIDEND POWER APPROACH

Favor a strategy for stocks that harnesses the power of dividends.

A DEEPER DIVE

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See an infographic that shows why staying invested in stocks for long-term growth has rewarded investors.


Consider these portfolio ideas in the context of Putnam’s investment insights.

PUTNAM PERSPECTIVES
Value benefits from an expanding economy

Value benefits from an expanding economy

Value stocks have lagged the market in 2017, but if the economy continues to expand, rates rise, and the yield curve steepens, this trend could reverse.

ECONOMIC UPDATES AND MARKET OUTLOOKS
As the U.S. recovery matures, Europe offers new potential

As the U.S. recovery matures, Europe offers new potential

In the United States, we see an increasing amount of evidence pointing toward late-cycle economic conditions.

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