Webinars

Quarterly Market Update

Quarterly Market Update

As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.

Top Themes of 2024

Top Themes of 2024

Joe Zidle, Chief Investment Strategist and Senior Managing Director of Blackstone, is welcomed back to review Blackstone’s Top Investment Themes of 2024.

2024 Outlook: Stranger in a Strange Landing

2024 Outlook: Stranger in a Strange Landing

Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.

The Timeless Appeal of Blue Chip Stocks

The Timeless Appeal of Blue Chip Stocks

Richard Ina, AAMS®, Partner, was joined by Jay Peters, CFA®, Principal, Portfolio Strategy, to discuss the global middle class, the shifting demographics in the United States, the impact of AI on investment strategies, and Warren Buffett’s renowned bucket approach in retirement.

2023 Mid-Year Outlook

2023 Mid-Year Outlook

Chief Investment Officer, Cameron Dawson, CFA®, was joined by NewEdge Wealth’s Ben Emons, Jay Peters, CFA®, and Maxwell Snyder. Together, they discussed equities, fixed income, and alternative investments in the ever-evolving economic landscape of 2023.

Insights on China with Kyle Bass

Insights on China with Kyle Bass

NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, is joined by Conservation Equity Management’s Co-Founder and CEO, Kyle Bass, as the two discuss rising tensions between the U.S. and China.

The Ten Surprises of 2023

The Ten Surprises of 2023

Managing Partner and Co-Founder of NewEdge Wealth, Jeffrey Kobernick, is joined by Chief Investment Strategist and Senior Managing Director of Blackstone, Joe Zidle, as the two discuss The Ten Surprises of 2023.