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.
Housing Alone
Mortgage rates are easing, but housing remains frozen. Discover what’s keeping sales and construction from recovery in 2025.
Field of AI Dreams
“If you build it, he will come” is a message heard throughout the 1989 baseball classic Field of Dreams. While it has been nearly four decades since its release, the film’s key messages of the power of dreams, confidence, and purpose, offer notable parallels to the current state of the AI ecosystem. In particular, today’s massive capital investment in the infrastructure to support the expected demand for this generational technology.
Never Going Back Again?
This week’s Edge will look at the calls for big rate cuts given today’s inflation backdrop and how tariffs could impact economic growth.
Make the Best of What’s Around with Bonds
With all the excitement in the equity market these days – Solid Q2 earnings! Silly stocks! AI mania! – it’s easy for bonds to get lost in the shuffle. The wild interest rate swings in the opening years of this decade have given way to a long period of elevated but stable yields, which has important implications for how we design bond portfolios.
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
Bloomberg Appearance: “You could see a little bit of a relief rally,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss whether the market volatility will continue or not.
CNBC Appearance: “The Fed is not seeing this as a reason for them to step in and ease policy,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s Closing Bell to discuss how to position amid the market selloff.
The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing
On March 27 at 3:00 p.m., we hosted an exclusive webinar with Jay Peters, CFA®, Managing Director, Investment Solutions, Equities at NewEdge Wealth, and our newest Investment Advisory Board Member Adam Parker, CEO & Founder of Trivariate.
April Market Volatility Update
We came into 2025 expecting a pickup in market volatility. It has not taken long for those expectations to be met, and then some. As we feared it would, the combination of optimistic businesses and consumers with equity and credit markets priced for perfection proved to be combustible when policy uncertainty was added to the mix.
Catalysts Appearance: “People are shedding what they feel like are the most expensive parts of the portfolio,” says NewEdge Wealth’s Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, joins Catalysts to discuss the value of long-term AI investments.
Bloomberg Appearance: The American Exceptionalism Debate with Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, speaks with Bloomberg’s Tom Keene and Paul Sweeney to discuss if U.S. exceptionalism is alive and well.
Ghislain Gouraige, CEPA® Joins Succession Stories
Ghislain Gouirage joins Laurie Barkman’s Succession Stories podcast to discuss guiding entrepreneurs through business exits.
Bloomberg Appearance: “When it comes to volatility, get used to it this year,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss the current market volatility.
Market Volatility Update
Listen in as the investment team discusses the source of recent market volatility, the potential duration and depth of the correction, and how investors can take advantage.