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Caron's Corner  •  4-dic-2023  •  6:27 Min

Si prevedono rendimenti "noiosi": nel 2024 tornerà l'equilibrio 

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  •  20-nov-2023  •  6:07 Min

2024: “non chiamatela rimonta” 

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  •  6-nov-2023  •  6:31 Min

Dal lupo cattivo a Riccioli d’Oro: stavolta le cose andranno diversamente? 

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  •  1-nov-2023  •  6:23 Min

Dalla riunione del FOMC: la Fed si sta concentrando sui prezzi degli attivi sulla base delle condizioni finanziarie? 

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  •  30-ott-2023  •  7:01 Min

La Fed sta perdendo la pazienza e il mercato sta sottovalutando il rischio di un nuovo rialzo dei 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  •  9-ott-2023  •  4:31 Min

È finalmente giunta l’ora di assumere una posizione lunga nell’obbligazionario? 

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  •  2-ott-2023  •  4:13 Min

I rendimenti salgono, ma tutto il resto scende: come andrà a finire? 

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  •  20-set-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-set-2023  •  8:29 Min

I tassi neutrali sono allineati su un livello più alto: scopri le implicazioni per l'asset allocation globale 

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-ago-2023  •  7:54 Min

Si conferma un orientamento restrittivo? Le nostre decisioni di asset allocation sotto a un cielo nuvoloso.  

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  •  21-ago-2023  •  6:14 Min

Da Jackson Hole alla tana del Bianconiglio: si prospetta una recessione? 

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  •  7-ago-2023  •  7:15 Min

Un quesito storico: il mercato è in grado di gestire un rialzo dei rendimenti obbligazionari? 

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-lug-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-lug-2023  •  6:18 Min

Le riunioni di questa settimana della Fed, della BCE e della Banca del Giappone riveleranno delle sorprese? 

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  •  17-lug-2023  •  5:51 Min

Le curve sono al posto giusto? Curva dei rendimenti e recessione a confronto 

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-lug-2023  •  6:29 Min

Tutto il contrario di tutto: il mercato sta forse sbagliando? 

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-giu-2023  •  07:17 Min

Le prospettive per il secondo semestre 2023: dal “costi quel che costi” al “finché qualcosa non salta” 

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  •  12-giu-2023  •  8:33 Min

Il quadro dei rischi suggerisce un allentamento e non un irrigidimento delle politiche monetarie 

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-2023  •  07:30 Min

Bisogna porsi le domande giuste per trovare le risposte 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  •  30-mag-2023  •  10:02 Min

Il teatrino o il dramma del tetto del debito: cosa monitorare nei prossimi sviluppi di mercato 

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  •  22-mag-2023  •  8:08 Min

I mercati hanno deluso al rialzo, presentando una serie di rischi peculiari 

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  •  8-mag-2023  •  8:16 Min

Salari, inflazione, stabilità, politiche monetarie… prima o poi qualcosa dovrà cedere. 

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-mag-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-mag-2023  •  3:25 Min

La Fed ha agito "di testa sua" 

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-apr-2023  •  7:23 Min

Un'economia agitata, non mescolata 

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  •  17-apr-2023  •  8:27 Min

What the Yield Curve and the Dollar Are Telling Us 

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-apr-2023  •  8:17 Min

Allacciate le cinture di sicurezza! L’atterraggio morbido sta per scontrarsi con i dati reali. 

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-apr-2023  •  7:55 Min

Una recessione è necessaria: costa troppo restare corti sul mercato 

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  •  27-mar-2023  •  7:07 Min

Vecchi rischi, nuove sfide 

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  •  22-mar-2023  •  12:09 Min

Fed Recap: The Fed Separates Monetary Policy from Financial Stability  

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-mar-2023  •  7:08 Min

Una triade controversa: stabilità finanziaria, politiche monetarie e politica 

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  •  13-mar-2023  •  7:38 Min

Un altro bel guaio: prepariamoci a operazioni di rifinanziamento e al rischio di politiche sbagliate 

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  •  6-mar-2023  •  7:06 Min

Finding a New Risk Balance When 60/40 is No Longer Optimal 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.

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Caron's Corner  •  27-feb-2023  •  11:53 Min

Is All News Really Bad News? What May Happen 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  •  13-feb-2023  •  09:49 Min

From Too Tight to Too Easy. What’s Next for Asset Prices?  

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  •  6-feb-2023  •  14:07 Min

The Soft-Landing Super Bowl: Here’s Our Playbook 

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-feb-2023  •  8:08 Min

Fed Recap: The Song Remains the Same, but the End Is Near 

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-gen-2023  •  13:13 Min

This Week’s Fed Meeting: What Words will Move 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  •  23-gen-2023  •  13:51 Min

The Arrival of Long and Variable Lags: How We’re Investing 

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-gen-2023  •  13:37 Min

"Risk-on" Is a Misunderstood Risk that Needs To Be Hedged 

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-gen-2023  •  11:56 Min

2023 Will Feel Worse on Main Street than Wall Street 

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  •  19-dic-2022  •  12:33 Min

Red Light, Green Light, Yellow Light: Risks and Fat-Tails in 2023. 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  14-dic-2022  •  11:29 Min

Fed Recap: No Country for Old Doves, Just Hawks, No Chickens 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  12-dic-2022  •  9:56 Min

The Important Differences Between Market Pricing and Fed Expectations 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  5-dic-2022  •  9:52 Min

Bucking the 2023 Consensus Expectations. But When? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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jim.caron
Managing Director
Global Balanced Risk Control Team
 

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