Latest Investments & Planning Insights
Weekly Edge
At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.
A New Hope? Economic and Policy Considerations into Year End
The unofficial end of summer is upon us, and save for a few fleeting days of volatility, it was a fruitful season for diversified investors. Even so, a few storm clouds have begun to descend, with unemployment rising and earnings revisions turning mildly negative.
There’s No Place Like the U.S. Housing Market
Poor affordability is a large part of the story of poor home sales growth this year. But it’s not the whole story. No other segment of the U.S. economy has experienced a stranger landing than the U.S. housing market. So, let’s fly over the rainbow and explore what’s happening and how it informs our outlook.
Slow Hands
Despite the pleas and pricing for swift action to resolve being behind the curve, it’s now more likely the Fed will move with “Slow Hands” as it begins to ease policy in September.
We’re Not Gonna Take It: The Implications of Fading Pricing Power on Corporate Earnings
After a weak of equity and bond markets being whipsawed by positioning, economic narratives, and Fed expectations, it is helpful to take a step back, “cut through the noise” (as Bloomberg’s Tom Keene would say) and focus on the fundamentals.
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.
Articles, Webinars & Media Appearances
Diving Deep into International Equities
For a considerable time, international stocks have been kicked to the side by the market’s infatuation with U.S. large-cap technology companies. International markets represent 194 countries, are responsible for over 84% of global GDP, comprise over 95% of the world’s population, and account for roughly 40% of the world equity market capitalization.
Private Credit & Asset Allocations
When considering the range of possibilities in private credit—primarily those in the private sector via investment funds as opposed to traditional banking channels — it’s beneficial to understand why companies are choosing to remain private and why access to traditional bank capital has become more challenging.
CNBC Appearance: “Keep long-term goals in sight,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, NewEdge Wealth’s Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market seasonality and market laggards.
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.
Second Half 2023 Outlook: The Imagination for Reality
We started 2023 with a mantra from Goethe: “Enjoy what you can, endure what you must.” After a roaring rally in equities and a much-improved showing from fixed income compared to 2022’s weakness, 2023 has been a year of far more enjoyment than enduring.
CNBC Appearance: “Optimism around A.I. is one of the things driving the market higher,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell’ to discuss the recession risk from rising rates, the recent market rally, and more.
Diverse Teams Create Diverse Results
From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.
CNBC Appearance: “Tech valuations disconnecting from interest rates,” says NewEdge Wealth’s Rob Sechan
Rob Sechan, Co-Founder and CEO, joins ‘Halftime Report’ to discuss trimming positions of Nvidia and Palo Alto Networks, risk associated with AI investments, and how the market is factoring in Fed rate changes.
CNBC Appearance: “Liquidity has been a tailwind for stocks this year,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market rally, the Fed’s next move and market outlook.