James A. Fetch
Head of Portfolio Construction
More from the team
Why Gaza war has not yet caused an oil price spike
The calamity of war in Gaza since early October has so far had a more muted impact on oil prices than might have been expected. We analyze the market and share our outlook.
Sticky inflation is likely if there is no recession
Trends from the labor market and continued wealth imbalance are setting the stage for sticky inflation. Read the October Macro Report.
Fed's quantitative tightening (QT) will face constraints
The Fed is pursuing QT while being careful to avoid market disruption. Compare scenarios for QT and markets in Putnam's Macro Report.
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.