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포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

07:00
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개가 짖지 않는다면? 스태그플레이션은 없다.

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

06:58
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2025년 8월 주요 주제

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

09:57
00:00
반대편으로 뚫고 나갈 수 있을까? 부드러운 패치 너머를 바라보며

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

2025년 하반기 주요 주제 및 주요 무역 아이디어

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

07:03
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"당신은 성장 둔화라고 말하고, 나는 금리 인하가 없다고 말하지만, 모든 것을 위험 회피라고 부르지는 말자"

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

05:50
00:00
6월 BEAT: 월별 자산 배분 전망

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

06:31
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재정 정책, 세금 및 채권 수익률 – 시장에 미치는 영향

포트폴리오 솔루션 그룹의 CIO인 짐 캐런이 주요 시장 동인에 대한 거시경제적 주제 견해를 공유합니다.

06:46
00:00
AI 수혜자: AI 기반 효율성 향상이 가장 효과적일 수 있는 곳에 할당

포트폴리오 솔루션 그룹의 CIO인 짐 캐런은 카운터포인트 글로벌의 토마스 카메이와 함께 인공 지능과 자동화가 인력을 어떻게 재편할 수 있는지 알아보고, 이러한 기술을 도입할 준비가 된 회사에 대한 놀라운 투자 기회를 강조합니다.

13:03
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The BEAT for May: Our Monthly Asset Allocation Outlook

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

08:52
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Are US Treasuries and the Dollar Still Safe Havens?

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

07:41
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Tariffs: “What We Have Here Is. . .Failure to Communicate”

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

06:13
00:00
The BEAT for April: Key Themes and Top Trade Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

07:38
00:00
We Are Past Peak Tariff Uncertainty, not Volatility

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

05:03
00:00
Volatility Brings the Return of Risk Control Strategies

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

04:33
00:00
The BEAT for March: Top Themes and Trade Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

09:26
00:00
The BEAT on AI: A Discussion with Bruno Paulson

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

12:05
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Unearthing Value from Volatility

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

06:30
00:00
An Unfolding Story of Easy Fiscal Policy, Growth and Low Inflation

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

04:17
00:00
Ask Not Why Yields Are Rising – Ask Why the Curve Is Steepening

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

06:15
00:00
The BEAT - Outlook for 2025

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

05:19
00:00
The BEAT for December – Key Themes and Top Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

08:09
00:00
Working on a Dream? Low Inflation and Strong Labor Markets

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

05:03
00:00
Trump 2.0: What’s at Stake and How to Position Portfolios

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

06:08
00:00
A Tactical De-risking and Fed Cut in November?

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

06:04
00:00
A Bull in a Candy Shop

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

05:18
00:00
The BEAT for October – Key Themes and Top Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

07:19
00:00
Have Glory Days Passed You By? Maybe Not.

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

04:25
00:00
The BEAT for September – Key Themes and Top Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

08:12
00:00
A Tale of Two Economies: The Best of Times, The Worst of Times

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

07:56
00:00
There Is Nothing to Fear, but FEAR Itself!

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

07:00
00:00
The BEAT for August – Key Themes and Top Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

05:29
00:00
Introducing our FEAR Framework: Fed, Employment, Assets and Rates

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

06:55
00:00
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