Equity Insights
Putnam equity team members share their research on emerging opportunities in the stock market.
November 1, 2023
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.
October 2, 2023
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.
September 8, 2023
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.
August 21, 2023
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.
August 1, 2023
Play offense with defense: Global military spending to accelerate
The rapidly evolving defense industry offers compelling near-term and long-term investment opportunities.
July 5, 2023
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.
June 1, 2023
Energy transition generates potential investment opportunities
Members of Putnam's equity team discuss investment opportunities in the energy transition.
May 1, 2023
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.
April 3, 2023
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.
March 14, 2023
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.
March 1, 2023
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.
February 1, 2023
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.
December 1, 2022
Attention shoppers! Consumer stocks and other holiday bargains
Members of Putnam's equity team offer insights and outlook on the consumer sector.
November 1, 2022
Seeking value despite inflation
Members of Putnam's equity team offer insights on how to seek opportunities in an inflationary environment.
October 3, 2022
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.
September 1, 2022
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.
August 1, 2022
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.
July 5, 2022
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.
June 1, 2022
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.
May 2, 2022
A new age of opportunity in health care
As Covid concerns ease and investors focus elsewhere, we remain bullish on health care investing.
April 1, 2022
Spin-offs offer fertile ground for investment research
Spin-off companies, which can be more difficult to research, offer compelling investment opportunities.
March 15, 2022
War and inflation put bull market in hibernation
Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.
March 1, 2022
Seeking attractive moats outside the U.S.
Powerful brands and intellectual properties are moats that give many non-U.S. businesses a competitive edge.
February 1, 2022
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.
January 3, 2022
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.
December 1, 2021
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.
November 1, 2021
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.
October 1, 2021
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
September 1, 2021
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.
August 2, 2021
Rising earnings should ease bubble fears
Robust earnings growth, skeptical investor sentiment, and stimulating bond yields all support our bullish outlook for equity markets.