Markets Recon

Putnam Investments

since 1937

51-200 employees
Financial Services

Putnam Investments

Diversified equity-only asset manager serving clients and investors worldwide since 1937.

Putnam Retail Management, LP and Putnam Investments are Franklin Templeton companies.

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Expertise

financial-services, investment-management, equity, and active

We believe BDCs are built to deliver dividends in a recession

1 year ago

We believe stocks of business development companies have evolved to better withstand a recession, and their dividends can remain at highly attractive levels.

By Putnam Investments In Equities, Macro

Behind the ChatGPT hype: What generative AI means for investors

2 years ago

The Putnam Equity team believes the new AI landscape requires significant fundamental research and analysis and the flexibility to adjust to rapidly evolving new offerings and yet-to-emerge challen...

By Putnam Investments In Equities, Thematic / Megatrends

Health care: What innovation and a shifting landscape mean for investors

2 years ago

The rapidly changing nature of the health care sector offers fertile ground for seeking underappreciated stocks with significant growth potential.

By Putnam Investments In Equities, Thematic / Megatrends, Sustainability

Made in Mexico: Nearshoring is accelerating growth

2 years ago

The Putnam Equity team is bullish on Mexico’s economic outlook and growth potential driven by nearshoring and bullish on emerging market stocks overall.

By Putnam Investments In Emerging Markets, Macro, Portfolio Construction, Equities

Play offense with defense: Global military spending to accelerate

2 years ago

The rapidly evolving defense industry offers compelling near-term and long-term investment opportunities.

By Putnam Investments

Energy transition generates potential investment opportunities

2 years ago

Members of Putnam's equity team discuss investment opportunities in the energy transition.

By Putnam Investments In Commodities, Sustainability, Equities

You must be present to win: The outlook for large-cap growth stocks

2 years ago

Large-cap growth stocks delivered solid returns in the early months of 2023, and we remain optimistic about their prospects.

By Putnam Investments In Portfolio Construction, Equities