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Monthly  •  03-Apr-2024

The BEAT - April 2024 

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-Mar-2024

The BEAT - March 2024 

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  •  05-Mar-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.

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Monthly  •  06-Feb-2024

The BEAT - February 2024 

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  •  16-Jan-2024

The BEAT – Our Seven Key Themes for 2024 

The investment environment to start 2024 is quite different from how last year began. Inflation appears to have peaked, interest rates are likely to drop and balanced portfolios may again work as intended. In support of the Portfolio Solutions Group, the Capital Markets Group reveals our seven key themes for 2024.

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Market Monitor  •  04-Jan-2024

Market Monitor – January 2024 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  05-Dec-2023

Market Monitor – December 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  06-Nov-2023

Market Monitor – November 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  04-Oct-2023

Market Monitor – October 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  07-Sep-2023

Market Monitor – September 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  04-Aug-2023

Market Monitor – August 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  06-Jul-2023

Market Monitor – July 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  06-Jun-2023

Market Monitor – June 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Market Monitor  •  03-May-2023

Market Monitor – May 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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The Capital Markets Group provides top down, macro analysis of equity, fixed income and alternative assets, designed to help clients capitalize on evolving economic dynamics and market dislocations globally.
 
 
 
Caron's Corner
Listen to Jim Caron’s weekly podcast on macro themes and key market drivers.

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