The AI buildout may still have room to run. But where will the economics ultimately accrue? Andy O’Brien, CFA, and Bobby Gray examine the durability of AI demand — and the durability of AI returns. Read Who Will Earn the Returns on the AI Buildout at bit.ly/3UngEhS.
The AI buildout is accelerating. The next test: who earns the returns? Putnam portfolio managers Andy O’Brien, CFA, and Bobby Gray examine the opportunities and economics shaping AI’s next phase. Read their latest Equity Insights at bit.ly/3UngEhS.
Read the latest Equity Insights from Putnam for a look at why equity upside may come with more volatility bit.ly/4c2mYkP.
Putnam Chief Investment Officer Shep Perkins, CFA, explains why equities may have further upside and why investors should expect a less linear path. Read his latest Equity Insights at bit.ly/4c2mYkP.
Kate Lakin, Putnam Director of Research and Portfolio Manager, discusses the outlook for equity markets, especially as AI raises both concerns and optimism. Read her insights now at bit.ly/3OnfkZD.
Read the latest Equity Insights from Putnam at bit.ly/3Y0dJub for an outlook on equity markets in the year ahead.
Putnam Chief Investment Officer Shep Perkins, CFA, shares his outlook for equity markets in the year ahead. Read his insights at bit.ly/3Y0dJub.
Read the latest Equity Insights from Putnam at bit.ly/4oE3RSU for an outlook on equity markets.
Putnam Chief Investment Officer Shep Perkins, CFA, shares his outlook for equity markets in the months ahead. Read his insights at bit.ly/4oE3RSU.
Read the latest Equity Insights from Putnam at bit.ly/4kPMDPG for perspective on non-US equity markets.
Putnam Portfolio Manager Vivek Gandhi, CFA, shares his views on the potential in stocks outside US markets. Read his insights at bit.ly/4kPMDPG
Companies with the ability to grow income, in many cases, also successfully grow earnings and revenue. Go to bit.ly/41LK6yk to learn why Putnam’s Large Cap Value managers focus on companies that are positioned to increase their dividends.
Putnam’s Large Cap Value managers discuss their approach to dividend investing and finding opportunities for value investors. Read their perspective at bit.ly/41LK6yk.
Putnam’s Large Cap Value managers discuss how they evaluate dividends and why they look beyond the highest yielders for opportunities. Read their insights at bit.ly/41LK6yk.
Putnam Analyst Noelle Tune, MD, explains why unmet needs should be a key area of focus when investing in biotech. Read her perspective at bit.ly/41rOthC.
Putnam Analyst Noelle Tune, MD, shares her views on the most compelling biotech opportunities at bit.ly/41rOthC.
Putnam Analyst Noelle Tune, MD, explains why unmet needs should be a key area of focus when investing in biotech. Read her perspective at bit.ly/43fDuuf.
Learn why Putnam Analyst Noelle Tune, MD, is optimistic about investing in biotech at bit.ly/43fDuuf.
We mark the passing of Jimmy Carter, 39th president of the United States. A peacemaker, a humanitarian, and a dignified American, he showed us that the power of the presidency extends far past one's time in office and reaches millions in meaningful ways.
Putnam Portfolio Manager Mike Petro highlights the features of business development companies, and provides his outlook for them in a changing economic environment at bit.ly/3ZsqkH0.



















