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.
Parabol/Parabola
For example, we’re pretty sure that Maynard James Keenan did not write the two-part “Parabol/Parabola” with the equity and bond markets in mind, but that does not mean that we, as equity and bond market participants, can’t find meaning and message in the song, mostly as some markets, like yields, “went parabolic” this week.
Sugar, We’re (No Longer) Goin Down
One of the most popular assertions amongst fixed income strategists and investors today is that the recent jump in yields is not a concern because it is merely a return to “normal” levels that were experienced in the 2000s, prior to the Great Financial Crisis (GFC).
We Will Always Love Her
Introduction: Mourning a Legend “Storms make trees take deeper roots.” The world lost an icon this week when Dolly Parton passed away far too soon at the age of 80. Depending on what generation you belong to, you may know Dolly best for her talent, her wit, her...
Can You Take Me Higher: U.S. Equity Q2 Earnings Season Takeaways
This week we are providing our assessment and analysis of the second quarter U.S. equity earnings season, a quarter that, once again, illustrated remarkable corporate profit growth, which continues to serve as a key pillar of support for many equity market...
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.