carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  22-Apr-2024  •  5:24 Min

Duration: Friend or Foe? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  15-Apr-2024  •  7:33 Min

Chips and Dip: Geopolitical Risk, Volatility and Value 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  02-Apr-2024  •  8:23 Min

The BEAT for April: Our Top Themes - and One Major Allocation Change 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  25-Mär-2024  •  8:35 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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  05-Mär-2024  •  6:58 Min

The BEAT for March: Top Ideas and Three Changes to Our Asset Allocations 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  20-Feb-2024  •  6:17 Min

When Will Rising Bond Yields Matter for Stocks? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  05-Feb-2024  •  5:48 Min

The BEAT Monthly: Our Top Four Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  29-Jan-2024  •  6:10 Min

A Rate Cut Named Desire 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  02-Jan-2024  •  8:36 Min

A Pull-Back from the Pull-Forward? What to Watch Out for in 2024 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  18-Dez-2023  •  7:32 Min

Where Do We Go From Here? Neutral May Be the New Defensive 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  11-Dez-2023  •  5:39 Min

Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  04-Dez-2023  •  6:27 Min

Pulling Forward "the Boring," Making 2024 a Year for Balance 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
Warning Icon Sorry, there are no Italian versions available. Please switch back to view all versions.
jim.caron
Chief Investment Officer
Portfolio Solutions Group
 

Dieses Dokument ist ein Marketingdokument.

Nutzer müssen die Nutzungsbedingungen lesen und akzeptieren, da in diesen bestimmte gesetzliche und regulatorische Auflagen enthalten sind, die für die Verbreitung von Informationen zu den Anlageprodukten von Morgan Stanley Investment Management gelten.

Die auf dieser Website beschriebenen Dienstleistungen sind unter Umständen nicht in allen Rechtsgebieten oder für alle Kunden verfügbar. Weitere Einzelheiten können aus unseren Nutzungsbedingungen entnommen werden.


Datenschutz    •    Your Privacy Choices Your Privacy Choices Icon    •    Nutzungsbedingungen

©  Morgan Stanley. Alle Rechte vorbehalten.