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.
Livin’ on a Prayer
This week we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and analyzing what are, once again, lofty expectations for profit growth in the coming calendar year.
Golden Eye
Another week, and another new all-time high. No, not for the S&P 500 (this time), but for gold.
The Investor’s Edge: Key Trends Driving Today’s Markets
The last few weeks of AI-infrastructure deal announcements have raised many an eyebrow about the circular nature of these deals (ex. Nvidia investing in $100B in OpenAI so that OpenAI can buy NVDA chips, alongside a $300B OpeanAI deal with Oracle that will purchase even more NVDA chips), and stirred up memories of the ill-fated vendor financing boom of the 1990’s tech bubble.
Such Great Heights
High valuations have been a source of persistent consternation to investors looking at S&P 500 price levels.
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
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
CNBC Appearance: “A lot of the risk in 2025 has been oriented around the U.S. itself,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, says markets welcome a pause on Iran. He warns of stagflation risks, weak growth, and growing margin pressure.
Schwab Network Appearance: “The pain trade still could be higher as people are drawn back in,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Morning Trade Live with her perspective on current geopolitical tensions impacting market activity.
Cameron Dawson, CFA® Joins Titans of Tomorrow
Cameron Dawson, CFA®, Chief Investment Officer, joins the Titans Of Tomorrow podcast to discuss cautious investor sentiment, the potential for a continued equity rally despite macro uncertainty, and what they dubbed the “summer of mud” amid stalled policy momentum and rate cut divergence.
Wealth Management EDGE Appearance: “When you get that volatility, it’s a great time to be rebalancing portfolios and looking for opportunities,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer shares insight on navigating market volatility through the importance of client communications and building strategic approaches.
Cameron Dawson, CFA® Joins On Investing
Cameron Dawson, CFA®, Chief Investment Officer, joins Charles Schwab’s On Investing podcast to discuss the importance of international diversification and strategic portfolio construction in uncertain times.
ONWARD: Episode 10
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: “From a policy perspective, we don’t see a lot of things that are ultimately stimulative,” notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer notes that market sentiment remains cautiously bullish as institutional investors stay on the sidelines, retail investors buy the dip, and policy uncertainty ushers in what she calls the “Summer of Mudd.”
Catalysts Appearance: “We’re in a tough spot if inflation rises and growth stays soft,” says Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how investors can navigate a volatile inflation outlook and position their portfolios for a slowing growth environment.