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Balance and ballast: A strategy for uncertain markets
With heightened uncertainty in the financial markets, we believe it is an attractive time to invest in balanced funds, thanks to uncorrelated asset class returns and the ballast provided by the fixed-income portion of their portfolios.
Made in Mexico: Nearshoring is accelerating growth
Reshoring and nearshoring are key trends that could drive meaningful growth, with Mexico as one of the biggest beneficiaries.
Why active over passive for small-cap investing
A wide range of possible outcomes, a multitude of negative earners, and significantly less Wall Street coverage are just a few of the reasons small-cap investors should consider active managers who could steer them toward better results.
Several big surprises this year, but inflation will govern the market’s next moves
We believe the new U.S. bull market has more room to run, but inflation trends are key.
Play offense with defense: Global military spending to accelerate
The rapidly evolving defense industry offers compelling near-term and long-term investment opportunities.
Behind the ChatGPT hype: What generative AI means for investors
The use cases for generative AI will be broad, and we expect it to be highly disruptive to many industries while offering compelling opportunities for investors.
About this content and its contributors
Equity insights offers research and perspectives from Putnam's equity team on market trends and opportunities.
Our research analyzes market themes and opportunities, through both white papers and the Putnam Perspectives blog.
See our latest research paper:
ESG's North Star: A guide to financial materiality for multi-asset investing
No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of their initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. As with any investment, there is a potential for profit as well as the possibility of loss. Use of models and analytical, quantitative and risk management tools and techniques is no guarantee of investment success or positive performance. Putnam Investments does not guarantee any minimum level of investment performance or the success of any investment strategy.