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.
Eye of the Hurricane?
The U.S. economy sustained a significant shock on Liberation Day, one that has already shown up clearly in consumer and business survey data. We now brace for the impact on corporate earnings and real economic activity, assuming the tariffs are not withdrawn in the interim.
We Are Never Ever Getting Back Together
This week felt like a breakup on two fronts: first, the trading relationship between the U.S. and China on the trade front, and second, the financial relationship between U.S. financial assets and the rest of the world’s desire to hold them.
Karma Police
Much like the exasperated runner at the end of Radiohead’s iconic “Karma Police” music video, this week President Trump effectively threw a lit match into a stream of gasoline that was connected to global markets.
Goodbye, Sunshine
The Street has started coming around to our view of more challenged equity market returns and lower GDP growth for the year, singing “Goodbye, Sunshine” to bright S&P 500 targets and cutting estimates for the full year. The median YE 2025 forecast for the S&P 500 has been trimmed from 6,600 in mid-February to 6,430 today (Bloomberg).
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
Bloomberg Appearance: Cameron Dawson, CFA® reveals a key problem weighing on corporate balance sheets
Cameron Dawson, CFA®, Chief Investment Officer, reveals a key problem weighing on corporate balance sheets on Bloomberg Radio.
2024 Mid-Year Market Outlook
As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of the upcoming election.
CNBC Appearance: “These factors can continue to fuel the market rally,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss the Russell 2000 small cap rally, Fed rate cuts, and the broader market.
CNBC Appearance: “Growth forecasts may be too high,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the outlook for the second half of the year and the possibility of more broadening in the market.
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s.
CNBC Appearance: Cameron Dawson, CFA® discusses markets, the tech sector, and the Fed’s next move
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the tech sector, and the Fed’s next move.
Watch the Replay: Second Quarter Outlook
As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.
Avoiding the Negativity Vortex
Negativity often masquerades as intellect. Seeing the glass half empty is perceived as analytical, cautious and sophisticated. It’s a sales technique that captivates because we want to believe there’s a perfect solution – even when we know there is no such thing.
Second Quarter Outlook
This week we shared our outlook for the economy and markets in the second quarter of 2023. For much, much more detail, please download the slide deck for our complete analysis of the second quarter macro and market environment.