Putnam Perspectives

73 episodes - English - Latest episode: 10 months ago - ★★★★★ - 5 ratings

The only sure thing in today's global financial markets is change. There's always a new risk on the horizon — and a new opportunity for investors who know where to look. Putnam Investments's portfolio managers and analysts offer their experienced insights on the events making news and moving markets.

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Episodes

Muni market holds on to solid fundamentals

June 20, 2023 09:00 - 2 minutes - 35 MB Video

Credit quality, duration are drivers of muni performance

June 20, 2023 09:00 - 2 minutes - 35.7 MB Video

Lower-rated bonds remain attractive

May 23, 2023 09:00 - 2 minutes - 29.4 MB Video

Supply-demand dynamics shift in muni market

May 23, 2023 09:00 - 1 minute - 21.5 MB Video

Household data sends mixed signals

June 06, 2022 09:00 - 2 minutes - 29.7 MB Video

War and inflation create a new market reality

June 06, 2022 09:00 - 2 minutes - 31.4 MB Video

Are consumers poised to pull back?

June 06, 2022 09:00 - 2 minutes - 29.6 MB Video

Finding the overachievers

April 13, 2022 09:00 - 30 seconds - 7.61 MB Video

Staying active during market uncertainty

April 13, 2022 09:00 - 22 seconds - 10.3 MB Video

Small caps may broaden value opportunities in a portfolio

April 07, 2022 09:00 - 1 minute - 14.9 MB Video

Smart money fuels new ideas

April 07, 2022 09:00 - 1 minute - 12.5 MB Video

Core, but not boxed in

April 07, 2022 09:00 - 1 minute - 15.3 MB Video

Staying in the win column

April 07, 2022 09:00 - 1 minute - 18.8 MB Video

Research uncovers resilient stocks

September 08, 2021 09:00 - 1 minute - 26.7 MB Video

Identifying sectors poised for rebound

September 08, 2021 09:00 - 1 minute - 27.8 MB Video

Investing in an innovation-driven recovery

September 08, 2021 09:00 - 1 minute - 30.9 MB Video

Consumer, business spending can drive stocks higher

September 08, 2021 09:00 - 1 minute - 30.9 MB Video

Why we invest in business development companies

September 08, 2021 09:00 - 1 minute - 29.5 MB Video

Focusing on a company's competitive edge

September 08, 2021 09:00 - 47 seconds - 22 MB Video

Can the small-cap value rally continue?

September 08, 2021 09:00 - 1 minute - 26.5 MB Video

Fundamental research drives stock selection

September 08, 2021 09:00 - 1 minute - 26.5 MB Video

How this multi-cap strategy takes an active approach

September 08, 2021 09:00 - 1 minute - 31.2 MB Video

Identifying durable growth

September 08, 2021 09:00 - 1 minute - 25.8 MB Video

Credit research is the cornerstone of Putnam muni strategies

December 11, 2020 10:00 - 1 minute - 71.1 MB Video

Treating mental illness may reduce economic, health costs

December 11, 2020 10:00 - 1 minute - 71.4 MB Video

Commercial real estate slow to gain steam

December 11, 2020 10:00 - 2 minutes - 37.5 MB Video

China's deglobalization creates new opportunities

December 11, 2020 10:00 - 2 minutes - 20.1 MB Video

Dividend growing companies are key to this strategy

December 11, 2020 10:00 - 1 minute - 75 MB Video

State finances bolstered by cash reserves, housing market

December 11, 2020 10:00 - 1 minute - 92.9 MB Video

Faster-growing companies have room to run

December 11, 2020 10:00 - 1 minute - 30.9 MB Video

Fed follows Japan policy steps

December 11, 2020 10:00 - 2 minutes - 17.4 MB Video

Diversity is a focus of sustainable investing

December 11, 2020 10:00 - 1 minute - 25.7 MB Video

Fed's new inflation framework to be a tailwind

December 11, 2020 10:00 - 1 minute - 89.4 MB Video

Earnings yield shows attractiveness of stocks

August 17, 2020 10:00 - 1 minute - 22.5 MB Video

Day traders not driving market prices

August 17, 2020 10:00 - 2 minutes - 47.7 MB Video

Active stock picks drove performance

August 17, 2020 10:00 - 1 minute - 55 MB Video

Fed policy is a tailwind for the market

August 17, 2020 10:00 - 2 minutes - 51.3 MB Video

For banks, it’s not 2008 again

August 17, 2020 10:00 - 2 minutes - 94.4 MB Video

Pandemic speeds health and tech demand

August 17, 2020 10:00 - 1 minute - 40.8 MB Video

Rates likely range-bound until economic outlook improves

August 17, 2020 10:00 - 2 minutes - 53 MB Video

Remote work, remote medical treatment drive growth

August 17, 2020 10:00 - 1 minute - 41.2 MB Video

S&P 500 valuations and earnings

August 17, 2020 10:00 - 53 seconds - 16.4 MB Video

Vigilant about the virus, policy support, elections

August 17, 2020 10:00 - 2 minutes - 45.9 MB Video

How a short-duration strategy stays diversified

January 27, 2020 10:00 - 2 minutes - 16.5 MB Video

The "S" in ESG can differentiate companies

January 27, 2020 10:00 - 2 minutes - 15.2 MB Video

Is the S&P 500 headed for new highs?

January 27, 2020 10:00 - 2 minutes - 16.6 MB Video

What Fed policy means for muni bonds

January 27, 2020 10:00 - 3 minutes - 24.1 MB Video

Steady economic growth ahead

January 27, 2020 10:00 - 2 minutes - 13.3 MB Video

Dollar strength may continue

January 27, 2020 10:00 - 2 minutes - 18 MB Video

Assessing high-yield returns

January 27, 2020 10:00 - 2 minutes - 14.7 MB Video