Putnam Investments Insights

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...

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

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

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 ...