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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.

Showing 8 of 23

2 NOVEMBER 2026

Where Investors Aren’t Looking

While the market piles into one theme, two Putnam portfolio managers are finding opportunities elsewhere.

30 OCTOBER 2026

Megatrends Without the Megacall: Finding Opportunity from the Bottom Up

Portfolio Manager David Morgan brings a bottom-up, stock-selection perspective to some of the megatrends reshaping global markets—and where the investment opportunities may lie.

18 AUGUST 2026

Who Will Earn the Returns on the AI Buildout?

The infrastructure opportunity is broadening. The payoff may be far more selective.

21 JULY 2026

Talking Markets Podcast: Still Early Innings for Artificial Intelligence

In this episode of Talking Markets with Franklin Templeton, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, and Putnam Investments portfo...

21 JULY 2026

The Price of Admission: Further equity upside comes with a cost—volatility

Resilient earnings, improving industrial activity and the AI investment cycle should continue to support equities, according to Putnam Investments’ Shep Perkins. But the same forces driving the market...

12 MAY 2026

Emerging markets: Cheap, growing and underowned

Returning from a recent global research trip, Putnam Portfolio Manager Brian Freiwald describes several trends that point to the potential for continued outperformance for emerging market equities.

2 APRIL 2026

The opportunity in emerging markets today (Podcast)

On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers his...

19 FEBRUARY 2026

Strong fundamentals and AI create exciting opportunities for US equities in 2026

With a solid fundamental backdrop, a broadening equity market, and the potential in AI, we believe this is an exciting time to be picking stocks and investing in businesses.