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Caron's Corner  •  6 mai 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  •  6 mai 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  •  22 avr. 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  •  15 avr. 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  •  2 avr. 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  •  25 mars 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  •  5 mars 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  •  20 févr. 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  •  5 févr. 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  •  29 janv. 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  •  2 janv. 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  •  18 déc. 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  •  11 déc. 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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Caron's Corner  •  4 déc. 2023  •  6:27 Min

Pulling Forward "the Boring," Making 2024 a Year for Balance 

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  •  20 nov. 2023  •  6:07 Min

2024: “Don’t Call it a Comeback” 

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  •  6 nov. 2023  •  6:31 Min

From the Big Bad Wolf to Goldilocks – Is it Different this Time? 

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  •  1 nov. 2023  •  6:23 Min

FOMC Recap: Is the Fed Focusing on Asset Prices Through Financial Conditions? 

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 oct. 2023  •  7:01 Min

Is the Fed Losing Patience and Is the Market Underpricing Another Rate Hike? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  9 oct. 2023  •  4:31 Min

Is it Finally Time to Get Long of Bonds? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  2 oct. 2023  •  4:13 Min

Yields Up, Everything Else Down – How Does it End? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  20 sept. 2023  •  9:43 Min

FOMC Recap: A Hawkish Fed - Good for Inflation but Bad for Markets? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  11 sept. 2023  •  8:29 Min

The R-Stars Align for Higher Dots: Allocating Global Assets Accordingly 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  28 août 2023  •  7:54 Min

A Hawkish Hold? Our Asset Allocation Decisions Amid Cloudy Skies 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  21 août 2023  •  6:14 Min

From Jackson Hole to the Rabbit Hole: Is a Recession in the Cards? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  7 août 2023  •  7:15 Min

An Age-Old Question: Can the Market Handle Higher Bond Yields? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  26 juil. 2023  •  6:12 Min

Fed Recap: We Are All Now Data Dependent – Choppy Markets Ahead 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  24 juil. 2023  •  6:18 Min

Potential Surprises? The Fed, ECB and BOJ Policy Meetings this Week 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  17 juil. 2023  •  5:51 Min

You’re In Good Shape for the Shape You Are In? Yield Curve vs. Recession 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  10 juil. 2023  •  6:29 Min

In Through the Out Door: Does the Market have it Backwards? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  26 juin 2023  •  7:17 Min

2H 2023 Outlook: From Whatever it Takes to Whenever it Breaks? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  12 juin 2023  •  8:32 Min

The Balance of Risks Tips to Easier, not Tighter, Policy 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  5 juin 2023  •  7:30 Min

You Must Ask the Right Questions to Find the Best Answer 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  30 mai 2023  •  10:02 Min

Debt Ceiling Theatre vs. Drama: What to Watch for Next in Markets 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  22 mai 2023  •  8:08 Min

The Markets Have Been Disappointing to the Upside, Presenting a Unique Set of Risks 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  8 mai 2023  •  8:16 Min

Wages, Inflation, Stability, Policy: Something’s Got to Give 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  3 mai 2023  •  6:00 Min

Fed Recap: A Hawkish Pause, but No Mea Culpa - Inflation Still the Primary Risk 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  1 mai 2023  •  3:25 Min

The Fed Did it “Their Way” 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, 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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