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The power of diversified alpha

The power of diversified alpha

December 20, 2023  |  Equity Insights

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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ESG materiality | Analyzing the growing role of ESG factors in executive compensation

ESG materiality | Analyzing the growing role of ESG factors in executive compensation

A rising number of S&P 500 companies are now tying ESG metrics to executive pay. Explore insights on how this impacts corporate goals and investment opportunities.

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ESG Metrics | Impact report of sustainable investing strategies

ESG Metrics | Impact report of sustainable investing strategies

Putnam Investments is pleased to share our 2023 Sustainability and Impact Report.

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Economic moats | Active investors seek wider moats

Economic moats | Active investors seek wider moats

Economic moats, also called business moats, are competitive advantages that help a company maintain long-term profits and market share over competitors.

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ESG: Hearing the signal above the noise

ESG: Hearing the signal above the noise

In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.

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Look beyond dividends for income from value investing

Look beyond dividends for income from value investing

To build a value investment strategy, consider dividends in the context of overall income.

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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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Teaming up on DX: A compelling investment opportunity

Teaming up on DX: A compelling investment opportunity

As businesses work at a faster pace to modernize their technology systems, compelling investment opportunities are emerging.

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Finding growth potential in unexpected places

Finding growth potential in unexpected places

For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.

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Risk managers: Essential partners for delivering performance

Risk managers: Essential partners for delivering performance

A successful risk team is one that can analyze multiple measures of risk and work with investment teams before trades are executed to capture alpha.

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Emerging markets leading the way in innovation

Emerging markets leading the way in innovation

Innovation is driving exciting growth across emerging market countries.

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China property problem — Bigger than Mt. Evergrande

China property problem — Bigger than Mt. Evergrande

Recent default warnings from one of China's leading real estate development companies signaled a bigger property problem in the sector.

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Don't overlook international small caps

Don't overlook international small caps

When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.

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Time-as-a-Service, anyone?

Time-as-a-Service, anyone?

The evolution of time-as-a-service illustrates the changing nature of economic moats, competitive advantages that protect a company’s market share.

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China technology stocks in a reboot, not a shutdown

China technology stocks in a reboot, not a shutdown

China’s technology sector has cratered since February and we view the selloff as a buying opportunity in China tech.

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Clean energy: Myths, reality, and opportunities

Clean energy: Myths, reality, and opportunities

We believe many companies are poised to benefit significantly from the big shift toward renewable energy.

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Company diversity and social justice

Company diversity and social justice

Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.

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New medicines and digital tools target mental health

New medicines and digital tools target mental health

In recent years, there have been several developments for treating mental health. These innovations — which come after decades of slower-paced advances — include novel drugs and digital offerings.

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Mental health is a business issue: How companies are supporting their employees

Mental health is a business issue: How companies are supporting their employees

Companies are beginning to focus more on mental health at work, and some are offering a wider range of supportive and preventive care.

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VIX futures hint at post-election uncertainty

VIX futures hint at post-election uncertainty

When there is election uncertainty the VIX can experience a “kink” to price indicating idiosyncratic risk.

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The future is happening faster now

The future is happening faster now

We rarely see as much disruption as we have seen in 2020, and we believe this offers investment opportunities.

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Deglobalization creates new winners in China

Deglobalization creates new winners in China

The trade war, pandemic, and the Made in China 2025 initiative are resulting in a deglobalization trend and opportunities in China.

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Staying at home increases spending on homes

Staying at home increases spending on homes

As the economy continues to be challenged by the COVID-19 pandemic, we are seeing two notable trends in the U.S. housing industry.

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Disruptive change: A growth driver for small companies

Disruptive change: A growth driver for small companies

Disruptive change is often the force that enables small companies to compete against their larger peers.

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Navigating market turmoil: Our intrinsic value compass

Navigating market turmoil: Our intrinsic value compass

Our investments in the communications sector help illustrate our intrinsic value approach to finding opportunities.

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Sustainability research: A week in the life of our team

Sustainability research: A week in the life of our team

Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.

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Behavioral shifts bring investment opportunities

Behavioral shifts bring investment opportunities

Many businesses that have been resilient and strong during the COVID-19 crisis are likely to become even stronger in the aftermath.

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Sustainable value: Gender diversity on corporate boards

Sustainable value: Gender diversity on corporate boards

Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.

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What’s next for the hard-hit financials sector?

What’s next for the hard-hit financials sector?

The financials sector has been among the hardest hit from the COVID-19-induced equity market selloff, but there are reasons for optimism.

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Perspectives on COVID-19

Perspectives on COVID-19

Putnam’s health-care analysts and portfolio managers offer their outlooks and perspectives on key aspects of the COVID-19 pandemic.

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Investing for growth in volatile markets

Investing for growth in volatile markets

Putnam portfolio managers discuss managing risk and finding investment opportunities in challenging markets.

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Recessions and the equity market:  A framework for investors

Recessions and the equity market: A framework for investors

In these days of significant market volatility, investors are looking for a framework.

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Solutions to antibiotic resistance

Solutions to antibiotic resistance

As the focus on natural ingredients intensifies, so has concern about antibiotic use in food production.

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Linking impact and performance

Linking impact and performance

Often, the same elements that create environmental and social benefits are driving positive financial performance.

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Engaging with allies to advance sustainable investing

Engaging with allies to advance sustainable investing

We collaborate with institutions to examine and understand the financial impacts of sustainability.

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Talking sustainability with CEOs

Talking sustainability with CEOs

We have ongoing dialogue with the management teams of companies in which we invest, across a wide range of sustainability-related topics.

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