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.
You Can’t Always Get What You Want: Private Equity and Higher Rates
In the Rolling Stones’ 1969 classic “You Can’t Always Get What You Want”, Mick Jagger, with his iconic raspiness, describes a truth with which many investors are all too familiar: one rarely gets exactly what they ask for, but if you’re patient and persistent, you usually end up with something that works.
Today’s higher rate environment is no different. Over the last few years, investors have constantly pined for lower interest rates to ease the pressure of rising funding costs, but these hopes have been continuously dashed.
(Golden) Eye of the Bondholder
Watch the Replay Download the Slides Over the last two decades, the James Bond cinematic universe has been taking itself a lot more seriously. The latest installment of the 007 franchise, which was released from 2006 to 2021, dialed down the old Bond tropes...
The Game Has Changed
Introduction: I’m Sure You Must Have a Lot Of Questions Children of the 1970s and 1980s may remember where they were the first time they saw Tron, the film that showed audiences what the future of cinema would look like. While its state-of-the-art computer animation...
Inflation Vertigo
Introduction: I Thought You Said No More Aches and Pains? “That wasn't part of the plan.” It’s been a little over two months since we wrote (optimistically) about the softer spring and early summer inflation data, and wow, how things have changed! Or have they? ...
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
ONWARD: Episode 19
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.
ONWARD: Episode 18
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.
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.