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Investment capabilities
Putnam offers traditional and alternative investments within any institutional product structure, including segregated accounts, pooled vehicles, and mutual funds.
Fixed Income
Fixed income outlook
Commentary: Wage inflation could surprise the Fed (March 2014)
Global Alpha
Commentary: Interest rates likely to rise this year (March 2014)
High Yield
Commentary: Healthy corporate balance sheets strengthen high-yield market (March 2014)
Mortgage
Commentary: Housing supply imbalance may affect recovery (March 2014)
Risk Allocation/Multi Asset
Capital Markets Outlook
There's more to the labor market than the unemployment rate (March 2014)
Commentary:
Jason Vaillancourt, Co-Head of Global Asset Allocation, explains why he believes the unemployment rate is a challenge for the Fed.
Total Return
Risk management is an active endeavor (March 2014)
Bob Kea, Co-Head of Global Asset Allocation, discusses risk management strategies for the near and longer-term.
Equity
U.S. Equity Outlook
Growth makes a difference in stock selection (March 2014)
Commentary:
Bob Ewing and Nick Thakore, Co-Heads of U.S. Equities, explain why growth characteristics are more prominent in stock selection.
Large Cap Value
Earnings expected to expand (March 2014)
International Small Cap
Is the decline in the yen hurting or helping Japan? (March 2014)
Putnam Perspectives
Japan's reforms face moment of truth
By Jason R. Vaillancourt, CFA, Co-Head of Global Asset Allocation
4/23/2014 – Regarding Japan, we have expressed optimism in recent quarters about the potential economic gains from Prime Minister Abe's reform program. In 2013, the government and the Bank of Japan unleashed a combination of expansionary policies focused on stimulating economic activity and weakening the yen to give Japanese exporters greater global competitiveness. Results so far have been mixed and, after an initial spurt, the economy has stumbled a bit. Japanese stocks, after leading the world in 2013, ... More
More Perspectives
Economic and market updates
for April 21, 2014
- The Core CPI edged higher
- The Dow gained 2.4% for the week
- A gauge of consumer sentiment fell
Report recap:
Putnam Institute
Papers exploring investment theory and practice led by W. Van Harlow, Ph.D., CFA, of Putnam's Global Asset Allocation Group.