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Caron's Corner  •  Dec 04, 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  •  Nov 25, 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  •  Nov 11, 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  •  Oct 28, 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  •  Oct 14, 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  •  Oct 03, 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  •  Sep 16, 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  •  Sep 05, 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  •  Aug 26, 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  •  Aug 12, 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  •  Aug 05, 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  •  Jul 29, 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  •  Jul 03, 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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Caron's Corner  •  Jun 24, 2024  •  5:55 Min

2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors? 

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  •  Jun 05, 2024  •  7:04 Min

The BEAT for June – Our 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  •  May 28, 2024  •  5:07 Min

Higher Risk, but Lower Volatility? We Are Tapping on the Brakes. . .for Now 

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  •  May 06, 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.

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Caron's Corner  •  Apr 22, 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.

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Caron's Corner  •  Apr 15, 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.

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Caron's Corner  •  Apr 02, 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.

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Caron's Corner  •  Mar 25, 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.

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Caron's Corner  •  Mar 05, 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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Caron's Corner  •  Feb 20, 2024  •  6:17 Min

When Will Rising Bond Yields Matter for Stocks? 

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  •  Feb 05, 2024  •  5:48 Min

The BEAT Monthly: Our Top Four 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  •  Jan 29, 2024  •  6:10 Min

A Rate Cut Named Desire 

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  •  Jan 02, 2024  •  8:36 Min

A Pull-Back from the Pull-Forward? What to Watch Out for in 2024 

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  •  Dec 18, 2023  •  7:32 Min

Where Do We Go From Here? Neutral May Be the New Defensive 

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  •  Dec 11, 2023  •  5:39 Min

Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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jim.caron
Chief Investment Officer
Portfolio Solutions Group
 
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