| Monthly • 03-Dec-2025 | |
The BEAT 2026 Outlook
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Monthly • 11-Nov-2025 | |
The BEAT Monthly Video - November 2025
Portfolio Solutions Group
In The BEAT for November we highlighted four important themes, amongst others, that we see across the global investment landscape.
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| Monthly • 05-Nov-2025 | |
The BEAT for November 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Webinar • 22-Oct-2025 | |
The BEAT Quarterly Webinar – October 2025The quarter ahead and top asset allocation ideas from our investment specialists moderated by Niccolò Rabitti, Head of Italy Sales, MSIM.
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| Monthly • 17-Oct-2025 | |
The BEAT Monthly Video - October 2025
Portfolio Solutions Group
In The BEAT for October we highlighted five important themes, amongst others, that we see across the global investment landscape.
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| Monthly • 06-Oct-2025 | |
The BEAT for October 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| The BEAT • 01-Oct-2025 • 14:44 Min | |
The BEAT with Ben featuring Rui de Figueiredo
Benjamin Huneke,
Rui de Figueiredo
Solutions and Multi-Asset Group CIO Rui de Figueiredo joins Ben to discuss how to think about asset allocation in 2025. See how AI, inflation and private-market products are making their way into investors' decisions.
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| Monthly • 11-Sep-2025 | |
The BEAT Monthly Video - September 2025
Portfolio Solutions Group
In The BEAT for September we highlighted three important themes, amongst others, that we see across the global investment landscape.
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| Monthly • 04-Sep-2025 | |
The BEAT for September 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| The BEAT • 22-Aug-2025 | |
The BEAT: Investing Outlook Brightens in Second Half Amid U.S. Policy Developments
Portfolio Solutions Group
With concern about tariffs easing, investors can focus in the second half of 2025 on growth, earnings and a potential boost in the U.S. from deregulation and passage of tax legislation.
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| Monthly • 08-Aug-2025 | |
The BEAT Monthly Video - August 2025
Portfolio Solutions Group
In The BEAT for August we highlighted three important themes, amongst others, that we see across the global investment landscape.
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| Monthly • 05-Aug-2025 | |
The BEAT for August 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Monthly • 03-Jul-2025 | |
The BEAT for July 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Monthly • 12-Jun-2025 | |
The BEAT Monthly Video - June 2025
Portfolio Solutions Group
In The BEAT for June we highlighted three important themes, amongst others, that we see across the global investment landscape.
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| Monthly • 04-Jun-2025 | |
The BEAT for June 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Monthly • 05-May-2025 | |
The BEAT for May 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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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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| Monthly • 03-Apr-2025 | |
The BEAT for April 2025
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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| Annual • 11-Dec-2024 | |
The BEAT - Outlook for 2025
Portfolio Solutions Group
The investment environment to start the new year is quite interesting. The Portfolio Solutions Group looks at five key themes going into 2025.
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Portfolio Solutions Group è un team multi-asset completo, che investe in tutte le strategie e tipologie di attivi (tradizionali e alternativi), attraverso soluzioni che coprono portafogli liquidi (public assets), completi (public e private assets) e soltanto privati.
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Caron's Corner
Ascolta il podcast settimanale di Jim Caron sui temi macro e i principali driver di mercato.
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