| Caron's Corner • Jul 07, 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 • Jun 30, 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 • Jun 23, 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 • Jun 04, 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 • May 27, 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 • May 12, 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 • May 05, 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 • Apr 28, 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 • Apr 14, 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 • Apr 07, 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 • Mar 31, 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 • Mar 17, 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 • Mar 10, 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 • Mar 04, 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 • Feb 10, 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 • Jan 27, 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 • Jan 13, 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 • Dec 16, 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 • 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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Chief Investment Officer
Portfolio Solutions Group
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