Putnum
Putnam: Pursuing The Power Of Recurring Revenue
Authors: Richard E. Bodzy Gregory D. McCullough, CFA Portfolio Managers, Putnam US Large Cap Growth In certain segments of the growth universe, we see trends that are powerful and multiyear in nature. These trends play a part in our research to identify growth themes and the businesses that may benefit from them. We prioritize above-market […]
Economic Imbalances Could Mean Deep Recession Or Sticky Inflation
ABOUT THE AUTHOR A member of Putnam’s Fixed Income team since 2007, Onsel Gulbiten analyzes macroeconomic issues, including inflation, interest rates, and policy developments. With a recession in the next 12 months likely, we consider how deep a downturn could be, as its severity could result in different policy responses. Recessions tend to correct excesses […]
Putnam: Rethinking Fixed Income Allocations Around The End Of A Fed Hiking
With the market currently anticipating the completion of the Fed’s interest-rate hikes at its May meeting, we analyze historical rate cycles to offer guidance on fixed income allocations. Source: https://www.putnam.com/advisor/content/perspectives/9705-rethinking-fixed-income-allocations-around-the-end-of-a-fed-hiking-cycle
Putnam: Will Interest Rates Go Down?
Putnam Fixed Income team, 02/16/23 Now that inflation has increased and broadened, will long-term interest rates stay higher for longer? In this update, we explain why we believe rates could stay high and under what circumstances — our base case, in fact — rates could return to lower, pre-pandemic levels. Determinants of long-term rates In […]
Putnam: Ridex Income Outlook Q4 2022
As inflation takes root, fixed income opportunities change Fixed Income team Source: https://www.putnam.com/advisor/content/marketOutlooks/1249-as-inflation-takes-root-fixed-income-opportunities-change-2