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Putnam: Why Inflation May Help the Stock Marketwww.ai-cio.com › News
www.ai-cio.com
· ... price/earnings multiples have been healthy amid moderate inflation, according to a study by Shep Perkins, CIO for equities at Putnam.
Tech selloff prompts bets against US stock-market supremacy - Mintwww.livemint.com › Markets › Stock Markets
www.livemint.com
· “I think they can continue to outperform," said Shep Perkins, chief investment officer for equities at Putnam Investments, of U.S. stocks.
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