Equity Insights

Putnam equity team members share their research on emerging opportunities in the stock market.

The power of diversified alpha

The power of diversified alpha

Our diversified alpha approach seeks to avoid performance extremes. We use a stock-driven, rather than style-driven, process that gives us the chance to outperform our benchmarks in all market environments.

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Balance and ballast: A strategy for uncertain markets

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.

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Made in Mexico: Nearshoring is accelerating growth

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.

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Why active over passive for small-cap investing

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.

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Several big surprises this year, but inflation will govern the market’s next moves

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.

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Play offense with defense: Global military spending to accelerate

Play offense with defense: Global military spending to accelerate

The rapidly evolving defense industry offers compelling near-term and long-term investment opportunities.

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Behind the ChatGPT hype: What generative AI means for investors

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.

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Energy transition generates potential investment opportunities

Energy transition generates potential investment opportunities

Members of Putnam's equity team discuss investment opportunities in the energy transition.

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You must be present to win: The outlook for large-cap growth stocks

You must be present to win: The outlook for large-cap growth stocks

Large-cap growth stocks delivered solid returns in the early months of 2023, and we remain optimistic about their prospects.

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Health care: What innovation and a shifting landscape mean for investors

Health care: What innovation and a shifting landscape mean for investors

The rapidly changing nature of the health care sector offers fertile ground for seeking underappreciated stocks with significant growth potential.

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We believe BDCs are built to deliver dividends in a recession

We believe BDCs are built to deliver dividends in a recession

We believe stocks of business development companies have evolved to better withstand a recession, and their dividends can remain at highly attractive levels.

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China pivot: From structurally bearish to tactically bullish

China pivot: From structurally bearish to tactically bullish

We believe, for several reasons, that the bear case for China may be off the table for now.

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The year ahead: Bad news and better markets

The year ahead: Bad news and better markets

In our view, the biggest surprise in 2023 will be that, despite bad news, the market will finish higher.

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Attention shoppers! Consumer stocks and other holiday bargains

Attention shoppers! Consumer stocks and other holiday bargains

Members of Putnam's equity team offer insights and outlook on the consumer sector.

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Seeking value despite inflation

Seeking value despite inflation

Members of Putnam's equity team offer insights on how to seek opportunities in an inflationary environment.

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Our thematic investing is much more than “fishing in the right ponds”

Our thematic investing is much more than “fishing in the right ponds”

We scrutinize businesses in the context of their industries overall, and often we favor the “enablers” of growth themes and trends.

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Inflation is fueling opportunities in emerging markets

Inflation is fueling opportunities in emerging markets

Despite naysayers and the macroeconomic backdrop, we are excited about the tremendous long-term potential in emerging market equities.

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Why now is the time to consider international small caps

Why now is the time to consider international small caps

Non-U.S. small-cap stocks offer the potential for diversification benefits, higher return dispersions, and a large and inefficient universe.

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Now what? What's next for tech

Now what? What's next for tech

Although there are near-term challenges, we believe there remains a long runway for growth as technology companies penetrate massive addressable markets.

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Why a repeat of the “stagnant ‘70s” is unlikely

Why a repeat of the “stagnant ‘70s” is unlikely

Inflation is a challenge, but for many reasons we don't believe financial markets will experience a repeat of the stagnant 1970s.

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A new age of opportunity in health care

A new age of opportunity in health care

As Covid concerns ease and investors focus elsewhere, we remain bullish on health care investing.

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Spin-offs offer fertile ground for investment research

Spin-offs offer fertile ground for investment research

Spin-off companies, which can be more difficult to research, offer compelling investment opportunities.

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War and inflation put bull market in hibernation

War and inflation put bull market in hibernation

Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.

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Seeking attractive moats outside the U.S.

Seeking attractive moats outside the U.S.

Powerful brands and intellectual properties are moats that give many non-U.S. businesses a competitive edge.

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Now is the time for these long-ignored stocks

Now is the time for these long-ignored stocks

We believe conditions are ideal for small-cap value stocks to experience a prolonged period of outperformance.

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The equity bull market is intact

The equity bull market is intact

In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.

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Investing in the biology revolution

Investing in the biology revolution

We believe synbio will become a major wave of innovation and one of the most exciting areas of the market in the coming years.

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The rebound of Chinese tech under

The rebound of Chinese tech under "common prosperity"

Technology stocks in China may offer compelling buying opportunities, but investors must understand the Chinese government’s long-term initiatives.

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Value investing for all seasons

Value investing for all seasons

We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling

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When to pay attention to insider buying

When to pay attention to insider buying

Studying the actions of smart insiders can be a valuable investment tool, and certain types of buying can signal an excellent entry point for a stock or group of stocks.

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