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Active Insights

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English

Contact:

7819744293


Episodes

Questions Your Clients Are Asking with Jason Vaillancourt, CFA

7/8/2022
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: This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any...

Duration:00:56:31

Leveraged Loans, CLOs and Fixed Income Investing with Scott D’Orsi, CFA

3/25/2022
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: This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or...

Duration:00:30:34

Multi-Cap Investing with Jerry Sullivan

3/7/2022
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: For more from the Active Insights team, like and subscribe where you listen to your podcasts, and follow Chris Galipeau on LinkedIn by searching his name. This material is for...

Duration:00:35:43

2022 Investment Framework

2/3/2022
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: This material is for informational and educational purposes only. It is not a...

Duration:00:48:04

Portfolio Solutions with Seamus Young, CFA

12/15/2021
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 Solutions group. During the conversation, they touch on many...

Duration:00:35:19

Opportunities on the Short End of the Curve with Joanne Driscoll, CFA

11/22/2021
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, Putnam Short Duration Bond Fund, and Putnam Ultra Short Duration...

Duration:00:24:25

Wealth Management in the Context of a Fluid Situation in Washington with Bill Cass, CFP®, CPWA®

10/7/2021
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 areas such as sustainable retirement income strategies, tax...

Duration:00:28:15

The Case for Small Cap Value with Michael Petro, CFA

9/27/2021
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: This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or...

Duration:00:35:43

Constructing Glide Paths in Target-Date Funds with Brett Goldstein, CFA Co-CIO Global Asset Allocation

9/13/2021
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 funds. During the conversation, they touch on many topics,...

Duration:00:28:56

The Importance and Impact of Sustainable Investing with Katherine Collins

8/9/2021
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 leadership on environmental, social, and governance (ESG) issues....

Duration:00:28:23

Rates, Inflation and The Fed with Onsel Emre

7/23/2021
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: This material is for informational and educational purposes...

Duration:00:27:27

The Semiconductor Industry and the Supply Chain with Andrew O’Brien

7/9/2021
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: This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from...

Duration:00:32:23

Today’s Municipal Landscape with Paul Drury

6/24/2021
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: This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific...

Duration:00:29:15

Finding Opportunities in Emerging Markets with Brian Freiwald

5/24/2021
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: --------- This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any...

Duration:00:35:37

Inflation, Asset Allocation, the Fed and Bitcoin with Jason Vaillancourt

5/5/2021
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 recommendation of any specific investment product, strategy, or decision, and is not...

Duration:00:46:25

Active Insights Sample

4/26/2021
Putnam Investment’s Active Insights, is a Podcast Series hosted by Chris Galipeau. Chris is the 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 indepth conversation with a different Putnam portfolio manager to share timely insights on the markets and global economy. For more information on Putnam Investments please...

Duration:00:01:13