Markets fluctuate as central banks signal shift from pandemic stimulus
Q3 2021 Putnam Dynamic Asset Allocation Funds Q&A Risk assets hang on to gains amid multiple risks, including inflation, Covid-19, and tighter policies. Our outlook on equities is neutral due to...
View ArticleMarkets look to Fed, Covid-19 outbreaks for signals
Q4 2021 Putnam Dynamic Asset Allocation Funds Q&A The Fed has set the stage for higher interest rates and shifted to end its asset-buying program earlier. Our outlook on equities is neutral given a...
View ArticleThe long-term investment case for stocks and bonds
Over a nearly 100-year sample, intermediate-term government bonds have offered risk-adjusted returns that slightly exceeded domestic large-cap stocks. High-quality bonds are valuable to reduce...
View ArticleHow markets could react to Fed and ECB meetings
A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard. Low liquidity in the equity markets may enable a bear market rally....
View ArticleAre bonds too risky right now?
Fears of the impact of rising rates on the total returns of bonds may be overblown. Volatility in other asset classes outside of fixed income should continue to be the primary concern for most...
View ArticleHow an active target-date strategy can navigate interest-rate risk
The design and management of a target-date strategy creates opportunities to express investment views, manage risk, and meaningfully impact outcomes. Active managers are in a unique position to manage...
View ArticleWhat’s next for the traditional 60/40 portfolio
This was co-authored by Chris Galipeau, Senior Market Strategist, of Putnam’s Capital Market Strategies team, and Jonathan Schreiber, Senior Investment Director, Global Investment Strategies....
View ArticleGetting personal: The future of target-date funds
While target-date funds have offered an innovative investment vehicle, they are ripe for a new enhancement — personalization. Today’s target-date funds use age as their only input. By considering...
View ArticleWhy favor higher quality as credit squeeze tightens
The collapse of Silicon Valley Bank and Signature Bank heightens the Federal Reserve’s policy dilemma over fighting inflation while maintaining financial stability. We analyze what the crisis means for...
View ArticleWhy favor higher quality as credit squeeze tightens
The collapse of Silicon Valley Bank and Signature Bank heightens the Federal Reserve’s policy dilemma over fighting inflation while maintaining financial stability. We analyze what the crisis means for...
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