Jim Caron

Managing Director
31 years industry experience

Biography

Jim Caron is Co-Lead Global Portfolio Manager and Co-Chief Investment Officer of the Global Balanced Risk Control Team. Prior to joining the GBaR Team in 2023, he was a portfolio manager and head of global macro strategies on the Fixed Income Team. He joined Morgan Stanley in 2006 and began his career in the investment industry in 1992. Prior to this role, Jim held the position of Global Head of Interest Rates, Foreign Exchange, and Emerging Markets Strategy with Morgan Stanley Research. Previously, he was a director at Merrill Lynch where he headed the U.S. Interest Rate Strategy Group. Prior to that, Jim held various trading positions in rates and option products. He earned a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology, and an M.B.A. from New York University.

Jim is a member of the
Global Balanced Risk Control Team

View Team

Strategies

Strategy Name	Description
Global Balanced Income Strategy	Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Fixed Weight Benchmark	Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.
Global Balanced Risk Control Strategy: Total Portfolio Risk Control	Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.

Global Balanced Income Strategy

Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.

Global Balanced Risk Control Strategy: Fixed Weight Benchmark

Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.

Global Balanced Risk Control Strategy: Total Portfolio Risk Control

Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.

News & Insights

Caron's Corner

Yields Up, Everything Else Down – How Does it End?

02-Oct-2023

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar.

Caron's Corner

FOMC Recap: A Hawkish Fed - Good for Inflation but Bad for Markets?

20-Sep-2023

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar.

Caron's Corner

The R-Stars Align for Higher Dots: Allocating Global Assets Accordingly

11-Sep-2023

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar.

View More Insights

May not represent all Team Members.

The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

Jim Caron

Managing Director | 31 years industry experience

Jim Caron

Managing Director 31 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
31 years industry experience