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Articles, Webinars & Media Appearances
The 2024 Election: What Investors Need to Know
In this webinar, hosted by Cameron Dawson, Chief Investment Officer, and Brian Nick, Managing Director, Head of Portfolio Strategy, as well as Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, the team shares their perspectives about the historical relationship between election outcomes and financial markets. They covered the status of the race, the key issues at stake and the policy roadmap for 2025 and beyond, all with an eye toward the likely impact on the economy and markets.
How it Ends: A Decade of Low Returns?
Last week, Goldman Sachs’ Portfolio Strategy Research team caused quite a stir when they evoked DeVotchka’s 2004 indie hit “How It Ends” (without lyrics the song is titled “The Winner Is” and provides the contemplative backdrop for the dysfunctional and endearing indie film Little Miss Sunshine. Take this as a sign to go ahead and eat the ice cream.)
Famous Last Words
If there is a GOAT (Greatest of All Time) title for “Famous Last Words” in financial market valuations, it has to go to Irving Fisher, who infamously quipped in 1929 that “stock prices have reached what looks like a permanently high plateau.” Of course, we know what happened after this not-so-reassuring statement: the Dow plunged 89% and took 25 years to make a new high.
Quarterly Macro & Market Update
As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed current macro and market trends.
Schwab Network Appearance: Cameron Dawson, CFA® says the market “wants it all, and it wants it now.”
Cameron Dawson, CFA® says the market “wants it all, and it wants it now.” However, while it’s important the market shows strength, she worries of a “melt-up” risk.
Opportunities in Municipal Bonds
As interest rates decline, what does this mean for municipal bonds, and what opportunities might arise?
