Caron’s Corner

Ascolta il podcast settimanale di Jim Caron sui temi macro e i principali driver di mercato.

Caron’s Corner

Ascolta il podcast settimanale di Jim Caron sui temi macro e i principali driver di mercato.

Solo italiano

Caron's Corner • 7-lug-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 • 30-giu-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 • 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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Jim Caron

Chief Investment Officer

Portfolio Solutions Group

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