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.
The Show Must Go On
Our last Weekly Edge addressed the potential that we could see improving economic data in the wake of the U.S. election, reflected by more optimistic consumer and business survey responses. Since then, we’ve seen that effect materialize in some places (consumer expectations) but not others (services business sentiment).
Hard and Soft
While markets have been shaky over the past two weeks, the positive trends remain broadly similar to those in the final two months of 2016. Stocks could muster another lurch higher if business sentiment begins to reflect a more bullish outlook for 2025, perhaps due to a combination of lower expected tax rates or less stringent regulation.
My Friends Over You: International Equities into 2025
Given this backdrop of a stronger USD, tariff uncertainty, and weaker earnings, we see reason for U.S. investors to continue to broadly pick my friends (domestic stocks) over you (non-U.S. stocks).
Do You Remember the First Time?
The price action across equities, fixed income, and currency markets had many investors “remembering the first time” that Trump was elected in 2016, with the assumption that a similar playbook can be applied to today’s market.
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
CNBC Appearance: “Keep long-term goals in sight,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, NewEdge Wealth’s Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market seasonality and market laggards.
2023 Mid-Year Outlook
Chief Investment Officer, Cameron Dawson, CFA®, was joined by NewEdge Wealth’s Ben Emons, Jay Peters, CFA®, and Maxwell Snyder. Together, they discussed equities, fixed income, and alternative investments in the ever-evolving economic landscape of 2023.
Second Half 2023 Outlook: The Imagination for Reality
We started 2023 with a mantra from Goethe: “Enjoy what you can, endure what you must.” After a roaring rally in equities and a much-improved showing from fixed income compared to 2022’s weakness, 2023 has been a year of far more enjoyment than enduring.
CNBC Appearance: “Optimism around A.I. is one of the things driving the market higher,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell’ to discuss the recession risk from rising rates, the recent market rally, and more.
Diversity in Teams Drives Diversity in Outcomes
From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.
CNBC Appearance: “Tech valuations disconnecting from interest rates,” says NewEdge Wealth’s Rob Sechan
Rob Sechan, Co-Founder and CEO, joins ‘Halftime Report’ to discuss trimming positions of Nvidia and Palo Alto Networks, risk associated with AI investments, and how the market is factoring in Fed rate changes.
CNBC Appearance: “Liquidity has been a tailwind for stocks this year,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market rally, the Fed’s next move and market outlook.
Insights on China with Kyle Bass
NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, is joined by Conservation Equity Management’s Co-Founder and CEO, Kyle Bass, as the two discuss rising tensions between the U.S. and China.
CNBC Appearance: “We’re starting to see signs of weakness within the global economy,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer for NewEdge Wealth, joins CNBC’s ‘Squawk Box’ to discuss the latest Q1 earnings results and more.