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Putnam is a diversified equity-only asset manager, with a range of stock-driven portfolios designed to deliver consistent outperformance while managing downside risk. With roots dating back to 1937, Putnam offers decades of experience in changing markets.

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14 AUGUST 2025

US equities: Earnings growth is key for sustained market gains

While market volatility and uncertainties are possible in the months ahead, we also see encouraging trends for equities.

3 JUNE 2025

Rethinking global allocation: Why the tide may be turning

After 15 years of US dominance, many global portfolios are heavily overweight US stocks. Is it time to reallocate?

20 MAY 2025

Quick Thoughts: Can AI technology stocks rebound from 2025 volatility?

The year 2025 has so far brought significant volatility to AI technology stocks. In an interview with Putnam Investment’s Director of Research Kate Lakin, Franklin Templeton Institute’s Stephen Dover ...

19 MARCH 2025

Why we look beyond dividends in our US value approach

Putnam Investments believes the success of their investment strategy is not as simple as finding the highest dividend yields.

4 MARCH 2025

Biotech investing: Unmet needs over ‘me too’ drugs

Putnam Investments’ Noelle Tune explores the exciting possibilities within the biotech sector, and finding underappreciated assets.

27 FEBRUARY 2025

US large-cap equities: Staying active in a shifting market

Putnam Investments: Strong earnings growth and innovation continue to drive US large caps, although a broadening market presents a favourable environment for fundamental stock-picking managers.

20 FEBRUARY 2025

Opportunities abound despite biotech sector volatility

After some challenging years for the biotech sector, Noelle Tune of Putnam Investments sees many fundamentally compelling stocks at attractive valuations.

10 DECEMBER 2024

BDC equities: Well-positioned for a soft landing

Business development companies offer an attractive option for portfolio diversification, according to Mike Petro of Putnam Investments. Historically, they have had low correlation to yield-oriented as...

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