Richard Bodzy of Putnam Investments says there are structural tailwinds for certain pockets of the growth universe that are long-dated and powerful
Portfolio manager Greg McCullough says established and profitable innovators in growth areas of the market should soon return to in-favour status
Buy decisions are best handled with objectivity, patience and intellectual honesty, says assistant portfolio manager Lauren DeMore
Lauren DeMore of Putnam Investments sees a sustainable value rally
Vivek Gandhi of Putnam Investments says the main reasons are sector mixes, stock valuations and investment flows