Kevin Caron, CFA, Co-Chief Investment Officer at Washington Crossing Advisors, shares his mid-year perspective on markets and the positioning of the Victory and Rising Dividend portfolios. Kevin covers how Washington Crossing defines quality — low debt, profitable assets, and consistent earnings — why these traits matter for investors seeking growth, income, and defense, and why we believe a disciplined, quality-at-a-reasonable-price approach remains well suited for today’s market. Learn more at washingtoncrossingadvisors.com. The views expressed are those of Washington Crossing Advisors as of the date of recording, are subject to change, and do not constitute investment advice. Past performance does not…
Kevin Caron, CFA, senior portfolio manager at Washington Crossing Advisors, makes his Real Vision debut by breaking down the imbalances in China’s economy. He examines the relationship between trade and debt, discusses the origins of the trade war, and reviews his outlook for 10-year Treasury notes, in this interview with Jake Merl. Filmed on August 22, 2019.
Chad Morganlander of Washington Crossing Advisors returns to Real Vision to update his home-run call on Treasuries from February 2019 (“Bullish on Bonds”). In this interview with Jake Merl, Morganlander highlights slowing global growth, recent Fed commentary, and a handful of macro indicators around what is becoming one of Wall Street’s most popular trades. Filmed on June 5, 2019.