| Caron's Corner • 04-Dez-2025 • 7:26 Min | |
The Shape of Things To Come in 2026: From K-Shaped to U
Jim Caron, Chief Investment Officer, Portfolio Solutions Group
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 10-Nov-2025 • 3:43 Min | |
A Soft Patch Now, Rebound Later
Jim Caron, Chief Investment Officer, Portfolio Solutions Group
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 03-Nov-2025 • 6:41 Min | |
United We Stand, Divided Rates Fall
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 27-Okt-2025 • 6:04 Min | |
The Market vs. The Economy
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 06-Okt-2025 • 9:10 Min | |
Don’t Fear the (Valuations) Reaper
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 22-Sep-2025 • 6:35 Min | |
The Big Easy
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 15-Sep-2025 • 6:09 Min | |
The Fed’s Dilemma Is the Market’s Gain
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 25-Aug-2025 • 7:00 Min | |
Take a Walk on the Supply-Side
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 18-Aug-2025 • 6:58 Min | |
What If the Dog Doesn’t Bark? No Stagflation.
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Aug-2025 • 9:57 Min | |
Key Themes for August 2025
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 07-Jul-2025 • 5:21 Min | |
Break on Through to the Other Side? Looking Past the Soft Patch
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 30-Jun-2025 • 7:03 Min | |
Key Themes and Top Trade Ideas for the Second Half of 2025
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 23-Jun-2025 • 5:50 Min | |
"You Say Slow Growth, I Say No Rate Cuts, but Let's NOT Call the Whole Thing Risk-Off"
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Jun-2025 • 6:31 Min | |
The BEAT for June: Our Monthly Asset Allocation Outlook
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 27-Mai-2025 • 6:46 Min | |
Fiscal Policy, Taxes and Bond Yields – The Impact on Markets
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 12-Mai-2025 • 13:03 Min | |
AI Beneficiaries: Allocating Where AI-Driven Efficiency Gains May Be Best
Jim Caron, Thomas Kamei
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 05-Mai-2025 • 8:52 Min | |
The BEAT for May: Our Monthly Asset Allocation Outlook
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 28-Apr-2025 • 7:41 Min | |
Are US Treasuries and the Dollar Still Safe Havens?
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 14-Apr-2025 • 6:13 Min | |
Tariffs: “What We Have Here Is. . .Failure to Communicate”
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 07-Apr-2025 • 7:38 Min | |
The BEAT for April: Key Themes and Top Trade Ideas
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 31-Mär-2025 • 5:03 Min | |
We Are Past Peak Tariff Uncertainty, not Volatility
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 17-Mär-2025 • 4:33 Min | |
Volatility Brings the Return of Risk Control Strategies
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 10-Mär-2025 • 9:26 Min | |
The BEAT for March: Top Themes and Trade Ideas
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Mär-2025 • 12:05 Min | |
The BEAT on AI: A Discussion with Bruno Paulson
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 10-Feb-2025 • 6:30 Min | |
Unearthing Value from Volatility
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 27-Jän-2025 • 4:17 Min | |
An Unfolding Story of Easy Fiscal Policy, Growth and Low Inflation
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 13-Jän-2025 • 6:15 Min | |
Ask Not Why Yields Are Rising – Ask Why the Curve Is Steepening
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 16-Dez-2024 • 5:19 Min | |
The BEAT - Outlook for 2025
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Dez-2024 • 8:09 Min | |
The BEAT for December – Key Themes and Top Ideas
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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Chief Investment Officer
Portfolio Solutions Group
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