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.
Waiting on the World to Change
John Mayer’s “Waiting on the World to Change” is an apt soundtrack for international investors who have experienced a decade and a half of underperformance versus the U.S. markets and are waiting for signs of a turn in performance.
Go Your Own Way
There may be only one duo that is more at odds than 1977 Stevie Nicks and Lindsay Buckingham, and that is the Payroll and Household Surveys for employment in the U.S.
Like the quarrelsome rock n’ roll couple, these two measures of U.S. labor data “went their own way” in the jobs reading for May.
When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities
This week we are providing our assessment of the U.S. small and mid-cap equity market, a universe of nearly 2,500 listed companies that are generally classified as having market capitalizations from $50M to $30B and have traditionally represented about 20% of the total U.S. equity market cap.
Crossing the Frame
As U.S. large cap indices “crossed the frame” of prior highs to trade near or to new all-time-highs, it is helpful to take an assessment of the tailwinds and headwinds for equity returns from this point (instead of “casting quarters into wells that hold our dreams”).
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: NewEdge’s Cameron Dawson discusses the deep inversion in yield curves
Cameron Dawson, Chief Investment Officer, recently joined Bloomberg’s “Real Yield” to discuss the deep inversion in yield curves, what these inversions are telling us about the economic backdrop, and how to interpret a future re-steepening of the curves.
CNBC Appearance: “The Fed wants to see the labor market ease,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Squawk Box’ to break down her expectations for the Federal Reserve’s looming interest rate decision and explains what it could mean for markets.
Emergency Preparedness for Critical Documents
Natural disasters can be dangerous, stressful, and often occur with little to no warning. Fortunately, there are safeguards you can take now to prepare you and your family if disaster strikes.
Fearless Women: Women Who Board
Today, women hold almost 31% of all S&P board seats (up from just 22% in 2017.) We applaud this achievement and look forward to what the future holds for female directorships.
CNBC Appearance: “We think this rally can continue,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to discuss the longest rally for the Dow since 2021, the Fed, and its impact on her market outlook.
Get Back to Where You Once Belonged: How Long Until Prior Highs
The question of how long it will take to get back to prior highs always burns on investors’ minds during a bear market. The following historical and future scenario analysis is presented in an attempt to answer this question.
CNBC Appearance: NewEdge’s Cameron Dawson offers her bearish take on the market
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to offer her fourth quarter playbook.
A Dose of Dispassion
This is not about catching the ultimate low or ringing the bell at the bottom. Instead, it is about being disciplined about long-term potential when the near-term is highly uncertain. A dose of dispassion is helpful in times like these.
CNBC Appearance: “Investors need to be cautious in the medium term,” says NewEdge’s Cameron Dawson
Cameron Dawson, Chief Investment Officer of NewEdge Wealth, joins CNBC’s ‘Squawk Box’ ahead of the open to break down why the latest market rally has legs in the short term.