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.
A New Hope? Economic and Policy Considerations into Year End
The unofficial end of summer is upon us, and save for a few fleeting days of volatility, it was a fruitful season for diversified investors. Even so, a few storm clouds have begun to descend, with unemployment rising and earnings revisions turning mildly negative.
There’s No Place Like the U.S. Housing Market
Poor affordability is a large part of the story of poor home sales growth this year. But it’s not the whole story. No other segment of the U.S. economy has experienced a stranger landing than the U.S. housing market. So, let’s fly over the rainbow and explore what’s happening and how it informs our outlook.
Slow Hands
Despite the pleas and pricing for swift action to resolve being behind the curve, it’s now more likely the Fed will move with “Slow Hands” as it begins to ease policy in September.
We’re Not Gonna Take It: The Implications of Fading Pricing Power on Corporate Earnings
After a weak of equity and bond markets being whipsawed by positioning, economic narratives, and Fed expectations, it is helpful to take a step back, “cut through the noise” (as Bloomberg’s Tom Keene would say) and focus on the fundamentals.
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: “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.
CNBC Appearance: “There’s still market risk to the downside,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Squawk Box’ to break down her market outlook ahead of the open.
CNBC Appearance: “Rallies still face medium trend headwinds,” says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss market trends and...
Thoughts When Staring Into The Abyss
Global equity markets experienced a rapid and bruising sell-off this week. In the U.S., we are nearing the intraday lows for the S&P 500 from June, while many stocks are making new lows.
September Update: The 5 Charts to Watch
The source of elevated inflation has shifted in recent months. The early days of inflation were driven by Goods inflation from surging Goods demand during lockdowns and supply chain stress.