carons-corner audio
Caron's Corner  •  06-May-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-Mar-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-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.

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
 
Explore The BEAT (Bonds, Equities, Alternatives, Transition) which delivers ideas and insights you need from our investment specialists.