Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
The Hand That Feeds
Just how deep do you believe? "The Hand That Feeds", Nine Inch Nails Equity markets are biting the hand that feeds. It is no secret that the largest contributor to S&P 500 returns in 2026 has been the AI infrastructure trade (AI capex recipients), with key...
Quality Focused Investing at NewEdge Wealth: Part II
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
A Man of Few Words
Introduction: A New World for a New Fed “There’s a button for that.” A lot can happen in a week, and the past week was notable in three ways. First, the U.S.-Iran conflict appears to have reached the beginning of its end, with both sides expected to sign a Memorandum...
The Fed Can’t Fight This Feeling Anymore
Introduction: A New World for a New Fed “You give my life direction. You make everything so clear.” Inflation has accelerated. The labor market has stabilized. And a new Federal Reserve Chair is about to step into the spotlight to deliver his assessment of the...
Wealth Strategy
A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.
Podcasts, Media Appearances & Webinars
Bloomberg Appearance: Cameron Dawson on Current State of the Bond Market
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
ONWARD: Episode 17
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Cameron Dawson Returns to The Thoughtful Money Podcast
Cameron Dawson of NewEdge Wealth joins the Thoughtful Money podcast to discuss how long this “stagflation lite” will last and how investors should position accordingly.
Fox Business Appearance: Jay Peters on Earnings and Valuations
NewEdge Wealth Managing Director Jay Peters discusses earnings momentum, market fundamentals and an ‘under-the-radar’ opportunity investors may be overlooking on ‘Making Money.
Bloomberg Appearance: NewEdge Wealth CIO Cameron Dawson Talks Market Risks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Fox Business Appearance: Cameron Dawson and Charles Payne Talk Market Rally
NewEdge Wealth CIO Cameron Dawson discusses this year’s stock market outlook and more on ‘Barron’s Roundtable.’
Bloomberg Appearance: Cameron Dawson, CIO on Oil Prices and Geopolitical Risks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Cameron Dawson Joins The Work Ethic Podcast
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.
Bloomberg Appearance: Brian Nick on Why Stocks Keep Climbing Despite Market Fears and Global Risks
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.