Putnam Investments

At a ceremony on September 12, Putnam’s Lauren DeMore was honored as one of Pensions & Investments’ 2024 Influential Women in Institutional Investing. The program spotlights women who are championing positive transformations within the industry. Go to https://bit.ly/3TmtKc6 to learn more. For award criteria, visit: https://bit.ly/3ZB2gDx

Go to https://bit.ly/3XFuStE for Putnam Portfolio Manager Brian Freiwald’s view on the implications of the US election on emerging market stocks.

Congratulations to Putnam’s Lauren DeMore, who was named one of Pensions & Investments’ 2024 Influential Women in Institutional Investing. The program recognizes women who make an outsized impact and drive positive change. Go to https://bit.ly/3TmtKc6 to learn more. For award criteria, visit: https://bit.ly/3ZB2gDx

Go to https://bit.ly/3YljTq7 to learn why Putnam’s Large Cap Growth managers see compelling potential outside of mega-cap tech.

Putnam’s Large Cap Growth managers are optimistic about traditional growth sectors over the next 3 to 5 years. Learn more at https://bit.ly/3YljTq7.

Power-hungry AI technology is disrupting businesses across a range of industries. Go to https://bit.ly/3Xz3n5r to read insights from Putnam on the challenges and opportunities.

Power constraints related to AI will have a significant impact on semiconductor companies. Get Putnam’s perspective on how chip makers will fare at https://bit.ly/3Xz3n5r.

The issue of AI power consumption has grown from background noise to a loud roar. Putnam’s research team is tracking risks and opportunities for a range of businesses. Learn more at https://bit.ly/3Xz3n5r.

Barron’s ranked Putnam #1 for 1- and 5-year performance and #5 for 10 years. Read the Barron’s feature, which highlights our focus on stock picking and consistent performance. https://bit.ly/3VX8SKq

Today we celebrate International Women’s Day and this year’s theme of . We believe intentionality is key to an inclusive workplace. A diverse team leads to richer debate, varied viewpoints, and better investment performance.

Putnam is excited to be part of Franklin Templeton and to continue offering investment capabilities to help clients pursue their financial goals. https://s.frk.com/41MoQIm

We’re excited to announce that Putnam Investments is now part of Franklin Templeton.

Hello Putnam! With the close of our acquisition, Putnam Investments is now officially part of Franklin Templeton. Learn more: https://s.frk.com/41MoQIm

Warmest wishes for the holiday season from your friends at Putnam Investments.

As we gather with family and friends, we’re also grateful for our clients, partners, and colleagues who make every day worth celebrating.

Understanding RMDs and the advantages of Roth strategies are two ideas for savers to consider as they review their retirement planning.

Seven year-end planning ideas for retirement savings There are several planning ideas for retirement savings at year end that may help taxpayers avoid costly mistakes and improve tax efficiency.

Harvesting tax losses or using a Roth strategy to hedge the risk of future higher tax rates are two of many tax planning ideas to consider before the end of the year.

Year-end planning ideas for 2023 to lighten the tax burden As year-end approaches, there may be steps taxpayers can take to better manage their current tax bill or to hedge the ...

We’re proud to take this day to honor the service and sacrifice of all veterans.

Here are some financial planning considerations that may help investors before the year is over.

Year-end planning review checklist This checklist for year-end planning may help advisors identify ways to minimize taxes and other potential benefits.

Medicare open enrollment is a chance to make changes to plans and optimize benefits. https://ow.ly/QLHn50PZPH6

Open enrollment presents opportunity to change Medicare plans Medicare holds an open enrollment period that allows participants to sign up or make changes to existing plans, which could result in cost savings.

Putnam Investments welcomes you to Philadelphia and . Visit us to discuss how active strategies can make us stronger together.

In the emerging markets space, we believe an ex-China strategy could be a valuable addition to portfolios.

There’s more to emerging markets than China Discover investment opportunities in the evolving landscape of emerging markets beyond China. Learn more today.

Borrowing from family to purchase a home could be a viable alternative to a traditional mortgage.

Consider looking close to home when seeking a loan An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.

Saving in retirement plans, insurance, and umbrella policies are a few of the strategies that may help protect assets from litigation or legal claims.

Consider these ways to shield assets from litigation An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.

Households with multiple college students and divorced parents may want to review upcoming changes to the FAFSA filing for college aid.

Key FAFSA changes will impact student aid Important changes to the FAFSA filing will take effect this year and impact student aid levels for some families.

It’s easier to stay on track for college with a comprehensive plan. Here is a four-year plan to consider along with a 529 savings strategy.
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Our outlook for equities: We believe the U.S. bull market has room to run, but remains a key indicator in the second half.

Several big surprises this year, but inflation will govern the market’s next moves We believe the new U.S. bull market has more room to run, but inflation trends are key.

Putnam is part of the Equity Collective, a group focused on creating a more diverse future for the financial services industry. Our team recently had a great day playing golf in the New York area for the cause and got to spend the afternoon with one of the young members of First Tee. Learn more: https://bit.ly/3Yr5u9X

With the question of student loan forgiveness settled, families may look to borrow less and save more. A 529 plan may offer some advantages for savers.

SCOTUS ruling on loan forgiveness underscores need to save The need to save for college becomes more significant with less federal aid available and loan forgiveness proposal is struck down by SCOTUS.

The IRS is allowing some heirs with inherited retirement accounts to skip taking an RMD for 2023.

IRS allowing heirs to skip RMDs in 2023 The IRS recently delivered more guidance for heirs on how to handle RMDs with inherited accounts.

Advisors: Under what market conditions could value or growth outperform? Learn more at our upcoming webinar. We’ll also discuss Putnam’s proven, active approach to growth and value investing. https://ow.ly/YUl450Pb0GY