Video Commentary

Our portfolio managers discuss opportunities and risks in global equity and fixed-income markets.

Putnam Perspectives

Putnam's investment professionals offer compelling analysis of evolving market themes.

Q4 2016 commentary

Convertibles less sensitive to interest rates

Portfolio Manager Rob Salvin talks about the impact of rising rates on convertible securities.

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Dollar to continue strengthening, but at a slower pace

Bill Kohli, Chief Investment Officer for Fixed Income, discusses his view on the strengthening dollar.

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A hard landing for China poses risk for global equities

Shep Perkins, Co-Head of Equities, explains why he believes China is one of the biggest global risks to markets.

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Despite the vote, Brexit is not a sure thing

Shep Perkins, Co-Head of Equities, explains why he feels there is a chance that the U.K. won't actually exit the European Union.

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Versatile currency strategies are useful in asset allocation

Jason Vaillancourt, Co-Head of Global Asset Allocation, explains how currency strategies are used in Putnam's asset allocation approaches.

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Stronger economy helps credit market

Paul Scanlon, Co-Head of Fixed Income, talks about improvements in the credit market.

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Distressed high-yield bonds led performance in 2016

Paul Scanlon, Co-Head of Fixed Income, discusses the drivers of high-yield performance in 2016.

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Tax policy changes may impact high-yield issuance

Paul Scanlon, Co-Head of Fixed Income, identifies the factors that may drive high-yield issuance in 2017.

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Earnings growth likely to continue

Portfolio Manager Darren Jaroch says that he believes earnings growth will continue in 2017.

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Lower tax rates could be a powerful driver in the economy

Portfolio Manager Jerry Sullivan says proposals to lower tax rates and repatriate offshore earnings may be powerful drivers in the economy.

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