| Caron's Corner • Dec 04, 2025 • 7:26 Min | |
The Shape of Things To Come in 2026: From K-Shaped to U
Jim Caron, Chief Investment Officer, Portfolio Solutions Group
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Nov 10, 2025 • 3:43 Min | |
A Soft Patch Now, Rebound Later
Jim Caron, Chief Investment Officer, Portfolio Solutions Group
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Nov 03, 2025 • 6:41 Min | |
United We Stand, Divided Rates Fall
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Oct 27, 2025 • 6:04 Min | |
The Market vs. The Economy
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Oct 06, 2025 • 9:10 Min | |
Don’t Fear the (Valuations) Reaper
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Sep 22, 2025 • 6:35 Min | |
The Big Easy
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Sep 15, 2025 • 6:09 Min | |
The Fed’s Dilemma Is the Market’s Gain
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Aug 25, 2025 • 7:00 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.
|
|
| Caron's Corner • Aug 18, 2025 • 6:58 Min | |
What If the Dog Doesn’t Bark? No Stagflation.
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| Caron's Corner • Aug 04, 2025 • 9:57 Min | |
Key Themes for August 2025
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
| 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.
|
|
Sorry, there are no Italian versions available. Please switch back to view all versions.
|
Chief Investment Officer
Portfolio Solutions Group
|