Caron’s Corner

Écoutez le podcast hebdomadaire de Jim Caron sur les thématiques macroéconomiques et les principaux moteurs du marché.

Caron’s Corner

Écoutez le podcast hebdomadaire de Jim Caron sur les thématiques macroéconomiques et les principaux moteurs du marché.

Caron's Corner • 11-Nov-2024 • 6:08 Min
Trump 2.0: What’s at Stake and How to Position Portfolios Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 28-Oct-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-Oct-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 • 03-Oct-2024 • 7:19 Min
The BEAT for October – Key Themes and Top Ideas Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 16-Sep-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 • 05-Sep-2024 • 8:12 Min
The BEAT for September – Key Themes and Top Ideas Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 26-Aug-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-Aug-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 • 05-Aug-2024 • 5:29 Min
The BEAT for August – Key Themes and Top Ideas Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 29-Jul-2024 • 6:55 Min
Introducing our FEAR Framework: Fed, Employment, Assets and Rates Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 03-Jul-2024 • 6:09 Min
The BEAT for July – 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.

Caron's Corner • 24-Jun-2024 • 5:55 Min
2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors? Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 05-Jun-2024 • 7:04 Min
The BEAT for June – Our 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 • 28-May-2024 • 5:07 Min
Higher Risk, but Lower Volatility? We Are Tapping on the Brakes. . .for Now Jim Caron Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Caron's Corner • 06-May-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.

Caron's Corner • 22-Apr-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.

Caron's Corner • 15-Apr-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.

Caron's Corner • 02-Apr-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.

Caron's Corner • 25-Mar-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.

Caron's Corner • 20-Feb-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.

Caron's Corner • 05-Feb-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.

Caron's Corner • 29-Jan-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.

Caron's Corner • 02-Jan-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.

Caron's Corner • 18-Dec-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.

Caron's Corner • 11-Dec-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.

Caron's Corner • 04-Dec-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.

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.

Caron's Corner • 06-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.

Caron's Corner • 01-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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Jim Caron

Chief Investment Officer

Portfolio Solutions Group

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