Expert views on issues shaping the investment landscape

Putnam experts provide in-depth analysis of emerging trends in financial markets, asset classes, and industry sectors.

Fixed Income Outlook

Fixed Income Outlook

Analysis of global bond markets and currencies from the investment leaders of Putnam's Fixed Income group.

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Capital Markets Outlook

Capital Markets Outlook

Perspective on the global economy and asset classes with insight on market history.

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Treasury Inflation-Protected Securities: How they function and the headwinds they face

Treasury Inflation-Protected Securities: How they function and the headwinds they face

Treasury Inflation-Protected Securities (TIPS) offer benefits for hedging against inflation, but they also face headwinds when real interest rates increase and inflation rates begin to decline.

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The past, present, and future of bond markets

The past, present, and future of bond markets

We believe the search for fixed income returns over the next decade will be at the earlier stages of capital creation in assets such as convertible bonds, high-yield credit, leveraged loans, and emerging market debt.

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Holding the middle ground with convertible securities

Holding the middle ground with convertible securities

With characteristics of stocks and bonds, convertible securities can help diversify a portfolio. This study highlights Putnam's active approach to managing a convertibles portfolio.

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Optimizing the target-date glide path

Optimizing the target-date glide path

Our research shows that a lower equity allocation at and throughout retirement provides the highest probability of retirement success.

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Enhancing the stability of stable value with traditional GICs

Enhancing the stability of stable value with traditional GICs

Within the realm of stable value, traditional guaranteed investment contracts (GICs) have frequently been misunderstood and little used — despite their attractive characteristics. Putnam takes a closer look at the benefits of traditional GICs as part of a strategic allocation within stable value strategies.

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The glide path less traveled

The glide path less traveled

A critical examination of the factors involved in glide path design and a demonstration of features that can reduce variability in participant outcomes.

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