Putnam Investments Insights

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

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...

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...

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.

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...

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.

Venezuela is a high-optionality oil-and-gas story, but the pathway from reserves to reliable exports runs through governance, contracts and sustained capital investment.

2025 is ending with a range of worries for the stock market—which is no surprise, observes Putnam Equity’s Shep Perkins. But it’s important to also recognize what could go right for the market in 2026...