Jyotsana Wadera, senior investment director, equities at Putnam Investments says tech is a force that creates tailwinds for many industries
Jyotsana Wadera, senior investment director, equities at Putnam Investments says tech is a force that creates tailwinds for many industries
Caroline Edwards of Putnam Investments says value serves a balancing function when economies are teetering between growth and contraction
Caroline Edwards, senior investment director at Putnam Investments, says investment styles may rotate, but value will never be inconsequential
Caroline Edwards, senior investment director at Putnam Investments, says investment styles may rotate, but value will never be inconsequential
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