Active Insights

Active Insights

Active Insights is a podcast series hosted by Chris Galipeau, Senior Market Strategist in the Capital Market Strategies group at Putnam Investments. In this role, he shares research-driven views on the global marketplace from Putnam's active investment teams. Each episode, Chris has an in-depth conversation with a different Putnam portfolio manager to share timely insights on the markets and global economy. For more information on Putnam Investments please visit Putnam.com. All opinions expressed by the podcast host or podcast guest are solely their own opinions and do not represent the opinion or views of Putnam Investments, or any affiliates, as a whole. This podcast is not investment advice and is not intended as a recommendation to buy or sell any type of securities. This podcast is also not a research report, nor is it intended to be used in such a manner. This podcast is for informational purposes only. For more from the Active Insights team, like and subscribe where you listen to podcasts, and follow Chris Galipeau on LinkedIn by searching his name.

Episodes

November 4, 2022 28 min

In this episode, Chris speaks with Michael Petro, portfolio manager of the Putnam BDC Income ETF.  He is responsible for the overall strategy and positioning of Putnam’s small-cap value and BDC (business development company) capabilities. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999.

 During the conversation, they touch on many topics, including: 

  • What is a Business Development Company (BDC)
  • How B...
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    In this episode, guest host Rick Polsinello speaks with Rob Salvin, Putnam’s Head of Corporate and Tax-Exempt Credit within Fixed Income.  Rob is responsible for managing the corporate credit and municipal investment processes. In addition, he is a portfolio manager of the Putnam Convertible Securities Fund, Putnam Diversified Income Trust, Putnam Floating Rate Income Fund, Putnam High Yield Fund, Putnam Master Intermediate Income ...

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    In this episode, Chris speaks with Paul Drury, tax exempt portfolio manager and head of Putnam’s Municipal Portfolio team.

      During the conversation, they touch on many topics, including: 

  • The current municipal landscape  
  • Issuance, Demand and Liquidity
  • How to find opportunities in today’s market
  • The impact of rate hikes on Munis
  • Duration risk through market cycles
  • The role yield plays in total return
  • Recession fears and looking ahead
  • This ...

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    In this episode, Chris speaks with Richard Bodzy and Gregory McCullough, portfolio managers of the Putnam Growth Opportunities Fund.    

     During the conversation, they touch on many topics, including: 

  • The current growth environment
  • The benefits of a thematic, long-term approach to growth investing
  • The themes resonating in today’s market
  • The process of identifying growth trends
  • The critical elements evaluated when implementing portfolio ...
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    In this episode, Chris speaks Jason Vaillancourt, Global Market Strategist on Putnam’s Capital Market Strategies team.  

    During the conversation, they touch on many topics, including: 

  • Economic growth concerns
  • Inflation
  • Recession risk
  • The Fed
  • How to build a portfolio in the current environment
  • The fixed income market

  • This material is for informational and educational purposes only. It is not a recommendation of any specific investment prod...

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    In this episode, Chris speaks Scott D’Orsi, a portfolio manager in Putnam’s Fixed Income Group.  Scott has been in the investment industry since 1990, and specializes in bank loans, leveraged loans and collateralized loan obligations.

    During the conversation, they touch on many topics, including: 

  • Banks loans, and the current Floating Rate landscape
  • Liquidity
  • The importance of fixed income investing in today’s market
  • Historic default ra...
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    In this episode, Chris speaks with legendary stock-picker Jerry Sullivan, portfolio manager of the Putnam Multi-Cap Core fund.  Jerry’s famed stock-picking and research talents have been in place since his early days as an analyst over 40 years ago.

    During the conversation, they touch on many topics, including: 

  • The many lessons learned through 40 years of investing
  • The importance of multi-cap investing
  • How to find opportunities in an ...
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    February 3, 2022 48 min

    In this episode, Chris speaks with Putnam’s Capital Market Strategies Team, including Senior Market Strategist Rick Polsinello and veteran Portfolio Manager Jason Vaillancourt, Co-Head of Global Asset Allocation at Putnam.

    During the discussion, the team provides Putnam’s 2022 investment framework for equities, fixed income and the market as a whole.  In doing so, many topics are discussed including: 

  • Expectations for the equity mark...
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    December 15, 2021 35 min

    In this episode, Chris speaks with Seamus Young, CFA, a Senior Investment Director in the Global Investment Strategies group, specializing in Global Asset Allocation products. He is a portfolio manager of Putnam Multi-Asset Model Portfolios.  In addition, Seamus is responsible for gathering intelligence on trends in the global marketplace; communicating investment performance, positioning, and strategy as a member of the Portfolio ...

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    In this episode, Chris speaks with Joanne Driscoll, CFA, Head of Short Term Liquid Markets in the Fixed Income group at Putnam Investments. In this position, she is responsible for the oversight of the investment strategies and management of short duration products along with SEC Rule 2a-7 mandated portfolios and other cash assets. Joanne is a Portfolio Manager of Putnam Government Money Market Fund, Putnam Money Market Fund, Putna...

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    In this episode, Chris speaks with Bill Cass, CFP®, CPWA®.  Bill is the Director of Wealth Management Programs for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives.  In addition, he speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on a...

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    In this episode, Chris speaks with Michael Petro, portfolio manager of the Putnam Small Cap Value Fund.  He is responsible for the overall strategy and positioning of Putnam's small-cap value products. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999.

    During the conversation, they touch on many topics, including: 

  • The case for small cap value
  • The process of harvesting ideas that generate Alpha wit...
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    In this episode, Chris speaks with Brett Goldstein, Brett is Co-Chief Investment Officer of Global Asset Allocation (GAA) and a member of Putnam's Operating Committee. In this role, Bret oversees the strategy and positioning of Putnam's GAA products, including research, security selection, portfolio construction, and risk management. He also contributes extensively to retirement glide path research and GAA's target-date...

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    In this episode, Chris speaks with Katherine Collins, CFA, MTS.  A recognized thought leader, Ms. Collins provides analysis on current and emerging trends in sustainable investing. She is the author of The Nature of Investing: Resilient Investment Strategies through Biomimicry.  

    Katherine is Head of Sustainable Investing at Putnam. She is responsible for leading Putnam's investment research, strategy implementation, and thought...

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    In this episode, Chris speaks with Onsel Emre, Ph.D.  Dr. Emre is an Analyst in the Global Fixed Income group.  She specializes in analyzing macroeconomic, political, financial, and other policy developments in global markets. Dr. Emre is responsible for making directional and relative-value interest-rate, inflation, and currency recommendations in major economies.  During the conversation, they touch on many topics, including: 

  • The...
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    In this episode, Chris speaks with Andrew O’Brien, Putnam’s Assistant Director of Equity Research, where he focuses on fundamental analysis and valuation of companies in the semiconductor, hardware, and software industries.  During the conversation, they touch on many topics, including: 

  • The current semiconductor landscape
  • Supply chain issues
  • Geopolitical problems
  • The average semiconductor cycle
  • How to solve the capacity issues
  • Pricing i...
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    In this episode, Chris speaks with Paul Drury, Portfolio Manager and head of Putnam’s Municipal Bond team.  During the conversation, they touch on many topics, including: 

  • The current municipal landscape  
  • Tax Plans, and the impact on the muni market
  • Infrastructure
  • Revenue vs General Obligation bonds
  • Muni Yield Curve
  • Rate Cycle
  • Issuance, Demand and Liquidity
  • This material is for informational and educational purposes only. It is not a reco...

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    In this episode, Chris speaks with Brian Freiwald, Portfolio Manager of Putnam Emerging Markets Equity Fund.  During the conversation, they touch on many topics, including:

  • Why Emerging Markets are a good place to be investing, both now and long term
  • ESG investing in Emerging Markets
  • The lasting effects of Covid-19 on Emerging Markets, and the opportunities it created
  • A day in the life of an EM PM
  • How Brian utilizes research and his ana...
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    In this episode, Chris speaks with Jason Vaillancourt, Co-Head of Global Asset Allocation at Putnam Investments.  During the conversation, they touch on many topics, including:

    ·       The current investment landscape

    ·       Inflation

    ·       Monetary Policy

    ·       The Dollar

    ·       Asset Allocation and the 60/40 Model

    ·       The Fed

    ·       Bitcoin

     ---


    This material is for informational and educational purposes only. It is not a recom...

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