| Caron's Corner • Nov 11, 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 • Oct 28, 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 • Oct 14, 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 • Oct 03, 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 • Sep 16, 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 • Sep 05, 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 • Aug 26, 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 • Aug 12, 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 • Aug 05, 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 • Jul 29, 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 • Jul 03, 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 • Jun 24, 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 • Jun 05, 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.
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| Caron's Corner • May 28, 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 • May 06, 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 • Apr 22, 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 • Apr 15, 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 • Apr 02, 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 • Mar 25, 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 • Mar 05, 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 • Feb 20, 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 • Feb 05, 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 • Jan 29, 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 • Jan 02, 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 • Dec 18, 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 • Dec 11, 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 • Dec 04, 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 • Nov 20, 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 • Nov 06, 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 • Nov 01, 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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