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.
Nowadays
But oh, it's heavenNowadays “Nowadays”, Roxie Hart, Chicago the Musical It’s good, isn’t it? “Let me start by saying that we think the economy is in a really good place, and we think policy is in a really good place.” Grand, isn't it? “The economy is strong overall...
Maybe This Time
In the grand ranking of defeated and desperate pleas for love and acceptance, Fräulein Sally Bowles’ haunting “Maybe This Time” at the end of the first act of Cabaret takes the cake. In a close second comes Value stocks in 2024. Defeated, desperate, unloved, unaccepted, the Value factor/style might as well apply to jobs in the chorus line at the Kit Kat Club.
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.
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: “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.
CNBC Appearance: “No downside earnings estimates would be very bullish for risk assets,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, CFA®, NewEdge Wealth Chief Investment Officer, joins CNBC’s “Squawk Box” to discuss how she is feeling about the stock market’s prospects, the right move for the Federal Reserve and if the markets will retest past lows.
Market Update With Cameron Dawson
NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, addresses timely market updates.
“Hi Risk, I’m Human.”
Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.
The Ten Surprises of 2023
Managing Partner and Co-Founder of NewEdge Wealth, Jeffrey Kobernick, is joined by Chief Investment Strategist and Senior Managing Director of Blackstone, Joe Zidle, as the two discuss The Ten Surprises of 2023.
CNBC Appearance: “There’s no doubt there’s growing risk out there,” says NewEdge Wealth’s Rob Sechan
On an appearance on CNBC’s “Halftime Report”, Rob Sechan, NewEdge Wealth CEO and Co-Founder, says, “There’s no doubt there’s growing risk out there,” during a midday look at the markets.