| Caron's Corner • 07-Jul-2025 • 5:21 Min | |
Break on Through to the Other Side? Looking Past the Soft Patch
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 30-Jun-2025 • 7:03 Min | |
Key Themes and Top Trade Ideas for the Second Half of 2025
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 23-Jun-2025 • 5:50 Min | |
"You Say Slow Growth, I Say No Rate Cuts, but Let's NOT Call the Whole Thing Risk-Off"
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Jun-2025 • 6:31 Min | |
The BEAT for June: Our Monthly Asset Allocation Outlook
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 27-May-2025 • 6:46 Min | |
Fiscal Policy, Taxes and Bond Yields – The Impact on Markets
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 12-May-2025 • 13:03 Min | |
AI Beneficiaries: Allocating Where AI-Driven Efficiency Gains May Be Best
Jim Caron, Thomas Kamei
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 05-May-2025 • 8:52 Min | |
The BEAT for May: Our Monthly Asset Allocation Outlook
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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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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| Caron's Corner • 14-Apr-2025 • 6:13 Min | |
Tariffs: “What We Have Here Is. . .Failure to Communicate”
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 07-Apr-2025 • 7:38 Min | |
The BEAT for April: 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.
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| Caron's Corner • 31-Mar-2025 • 5:03 Min | |
We Are Past Peak Tariff Uncertainty, not Volatility
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 17-Mar-2025 • 4:33 Min | |
Volatility Brings the Return of Risk Control Strategies
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 10-Mar-2025 • 9:26 Min | |
The BEAT for March: Top Themes and Trade Ideas
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Mar-2025 • 12:05 Min | |
The BEAT on AI: A Discussion with Bruno Paulson
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 10-Feb-2025 • 6:30 Min | |
Unearthing Value from Volatility
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 27-Jan-2025 • 4:17 Min | |
An Unfolding Story of Easy Fiscal Policy, Growth and Low Inflation
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 13-Jan-2025 • 6:15 Min | |
Ask Not Why Yields Are Rising – Ask Why the Curve Is Steepening
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 16-Dec-2024 • 5:19 Min | |
The BEAT - Outlook for 2025
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| Caron's Corner • 04-Dec-2024 • 8:09 Min | |
The BEAT for December – Key Themes and Top Ideas
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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| 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.
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| 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.
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| Caron's Corner • 28-Oct-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.
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| Caron's Corner • 14-Oct-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.
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| Caron's Corner • 03-Oct-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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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