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.
Mid-Year Outlook: The Metallica Market
You might be surprised to learn that the market and the investment approach it demands in 2026 have a lot in common with Metallica. Yes, Metallica, the thrash metal band that formed in the 1980s and became known for its bone-rattling loudness, shows with...
Graduation Season
This week we are recapping a historic second quarter for global equity markets and taking a closer look at the recent FTSE/Russell index reconstitution. While it happens every six months, this cycle’s index rebalancing, measured by total market cap movement and the...
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.
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 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.
Cameron Dawson Joins The Work Ethic Podcast
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.