| 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-Jan-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-Jan-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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| Caron's Corner • 25-Nov-2024 • 5:03 Min | |
Working on a Dream? Low Inflation and Strong Labor 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 • 11-Nov-2024 • 6:08 Min | |
Trump 2.0: What’s at Stake and How to Position Portfolios
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-Okt-2024 • 6:04 Min | |
A Tactical De-risking and Fed Cut in November?
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-Okt-2024 • 5:18 Min | |
A Bull in a Candy Shop
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 • 03-Okt-2024 • 7:19 Min | |
The BEAT for October – 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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| Caron's Corner • 16-Sep-2024 • 4:25 Min | |
Have Glory Days Passed You By? Maybe Not.
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 • 05-Sep-2024 • 8:12 Min | |
The BEAT for September – 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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| Caron's Corner • 26-Aug-2024 • 7:56 Min | |
A Tale of Two Economies: The Best of Times, The Worst of Times
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-Aug-2024 • 7:00 Min | |
There Is Nothing to Fear, but FEAR Itself!
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 • 05-Aug-2024 • 5:29 Min | |
The BEAT for August – 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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| Caron's Corner • 29-Jul-2024 • 6:55 Min | |
Introducing our FEAR Framework: Fed, Employment, Assets and Rates
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 • 03-Jul-2024 • 6:09 Min | |
The BEAT for July – Our 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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| Caron's Corner • 24-Jun-2024 • 5:55 Min | |
2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors?
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 • 05-Jun-2024 • 7:04 Min | |
The BEAT for June – Our 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 • 28-Mai-2024 • 5:07 Min | |
Higher Risk, but Lower Volatility? We Are Tapping on the Brakes. . .for Now
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-Mai-2024 • 6:17 Min | |
The BEAT for May – Our 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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