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Caron's Corner  •  23-giu-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  •  4-giu-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-mag-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-mag-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  •  5-mag-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  •  7-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  •  4-mar-2025  •  12:05 Min

The BEAT sull’IA: quattro chiacchiere con Bruno Paulson 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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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-gen-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-gen-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-dic-2024  •  5:19 Min

The BEAT – Prospettive per il 2025 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  4-dic-2024  •  8:09 Min

Analisi The BEAT per il mese di dicembre – Temi principali e idee migliori 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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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: cosa c’è in gioco e come posizionare i portafogli 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  28-ott-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-ott-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  •  3-ott-2024  •  7:19 Min

Analisi The BEAT per il mese di ottobre 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  16-set-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  •  5-set-2024  •  8:12 Min

Analisi The BEAT per il mese di settembre 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  26-ago-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-ago-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  •  5-ago-2024  •  5:29 Min

Analisi The BEAT per il mese di luglio 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  29-lug-2024  •  6:55 Min

Il nostro nuovo modello FEAR: Fed, Employment (occupazione), Asset prices (listini) e Rates (tassi) 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  3-lug-2024  •  6:09 Min

Analisi The BEAT per il mese di luglio 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  24-giu-2024  •  5:55 Min

Secondo semestre 2024: che fine faranno gli investitori a caccia del Bianconiglio? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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Caron's Corner  •  5-giu-2024  •  7:04 Min

Analisi The BEAT per il mese di giugno – Temi principali e idee migliori 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.

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jim.caron
Chief Investment Officer
Portfolio Solutions Group
 
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