“Subscriptions and consumables” is the newest growth theme for Putnam’s U.S. Large Cap Growth managers. Learn why it’s a focus at https://bit.ly/3YgCCl2.
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“Subscriptions and consumables” is the newest growth theme for Putnam’s U.S. Large Cap Growth managers. Learn why it’s a focus at https://bit.ly/3YgCCl2.
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“Subscriptions and consumables” is the newest growth theme for Putnam’s U.S. Large Cap Growth managers. Learn why it’s a focus at https://bit.ly/3YgCCl2.
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“Subscriptions and consumables” is the newest growth theme for Putnam’s U.S. Large Cap Growth managers. Learn why it’s a focus at https://bit.ly/3YgCCl2.
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“Subscriptions and consumables” is the newest growth theme for Putnam’s U.S. Large Cap Growth managers. Learn why it’s a focus at https://bit.ly/3YgCCl2.
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“Subscriptions and consumables” is the newest growth theme for Putnam’s U.S. Large Cap Growth managers. Learn why it’s a focus at https://bit.ly/3YgCCl2.
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Excellent article from David Smith on the criticality of turbocharging growth and productivity to pay for decent public services and solve the cost of living crisis. To put this in context, an eminent economist shared this week that if growth had continued at its normal rate over the last 15 years, we could have delivered both the tax cuts and the investment in public services we need, rather than viewing this as a political football to score points. The one thing every CEO, CFO and investor I speak to wants to see is long term stability and consistency on industrial strategy, investment incentives, infrastructure ambition and skills development with reduced friction with our largest trading partners.
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While strategic investing provides stability and a long-term growth goal akin to the rhythmic tides, tactical investing offers flexibility and responsiveness to short-term opportunities and risks like the ever-changing sea. Read more in our Weekly Market Commentary: https://hubs.la/Q02qB-Sx0
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It’s time to hear from the first panel at SuperReturn North America! Julia Kahr, Kenneth Binick, Leslie A. Brun and Adel Alderbas are talking about navigating the private markets landscape in 2024 and beyond. With higher rates and inflation here to stay, how is lingering macroeconomic uncertainty impacting private equity performance? #SRNA
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In this piece from earlier this year, our partner Ryan Loehr explores the role of price, value, and earnings growth beyond the short-term economic noise that can distract investors. Ryan outlines several key examples demonstrating the value of buying and holding, and why being distracted by the short term can ultimately cost you big time. https://lnkd.in/guCPkH2M
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