| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| Caron's Corner • 05-Mar-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-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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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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 • 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.
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| 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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Chief Investment Officer
Portfolio Solutions Group
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