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.
Knives Out at the Fed
This week, the Federal Reserve’s Open Market Committee (FOMC) held its final monetary policy gathering of the year, and it used the occasion to slash its policy target rate one more time. While the economic data flow remains impaired by the 43-day government shutdown, the committee saw enough weakness in the labor market to feel it needed to ease policy for the third time in as many meetings.
Right Back Where We Started From
Cameron Dawson breaks down why GDP and EPS forecasts for 2026 are “Right Back Where We Started From,” what’s driving revisions, and where markets may go from here.
Giving Thanks
We hope our NewEdge Wealth clients and readers are having a wonderful Thanksgiving week. Whether you’re reading this in advance of the big day or after, as your body digests the feast, we offer this edition of the Weekly Edge for your consumption. In it, you’ll find a collection of charts showing some of the macro trends for which we are most thankful this year.
Emotional Haircut
With Thanksgiving next week, it is incredible that the 2025 holiday season is already upon us (time flies when you live in interesting times).
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
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.
Josh Gully Joins Cornell (thank) U
Josh Gully, Managing Director, was recently featured on the Cornell (thank) U podcast. Listen in as Josh discusses his journey from Wall Street to building a modern multi-family office, offering valuable perspectives on advising high net worth families.
Bloomberg Appearance: “Fundamentals are still deteriorating,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss how weakening fundamentals and supply chain strain could lead to economic pain within weeks.
Cameron Dawson, CFA® Joins Excess Returns
Cameron Dawson, CFA®, Chief Investment Officer, joins the Excess Returns podcast to discuss the uncertain territory between headline-driven panic and hard data reality.
Anneke Niemira, JD, LLM and Dale Schroeder Join the EO Radio Show
Anneke Niemira, JD, LLM and Dale Schroeder Join the EO Radio Show to discuss how Charitable Split-Interest Trusts, like CLATs, CRUTs, and more, can play a key role in strategic investment planning.
Quarterly Outlook: The Space Between
Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.
Markets Group Appearance: “Get comfortable being uncomfortable,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, discusses President Trump’s new tariff policy and its effect on market volatility and stagflation.
Cameron Dawson, CFA® Joins RiskReversal
Cameron Dawson, CFA®, Chief Investment Officer, joins Dan Nathan and Guy Adami on the RiskReversal Podcast to discuss the 2025 market outlook.
Bloomberg Appearance: “For right now, we’re still living in this highly uncertain world,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Radio to cover the equity dive this week and whether the choppiness is set to continue.