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.
Say You’ll Be There
The question going forward is what this self-inflicted tariff uncertainty will morph into as time goes on. Will tariffs prove to be a mere inconvenience to U.S. consumers and corporations, with these entities being able to absorb and navigate the impacts without a significant hit to the economy?
Eye of the Hurricane?
The U.S. economy sustained a significant shock on Liberation Day, one that has already shown up clearly in consumer and business survey data. We now brace for the impact on corporate earnings and real economic activity, assuming the tariffs are not withdrawn in the interim.
Quarterly Outlook: The Space Between
Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.
We Are Never Ever Getting Back Together
This week felt like a breakup on two fronts: first, the trading relationship between the U.S. and China on the trade front, and second, the financial relationship between U.S. financial assets and the rest of the world’s desire to hold them.
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
The Executive Edge: Bob McCann
Rich Ina, Partner at NewEdge Wealth, sits down with Bob McCann, Co-Chairman of NewEdge Capital Group. Mr. McCann spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world’s largest wealth management businesses as Vice Chairman and President of Global Wealth Management.
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.
Ghislain Gouraige, CEPA® Joins The Practice Podcast
Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, recently joined Brett Amron and Jeff Bast on BAST AMRON’s The Practice podcast. He discusses his work with ultra high net worth families and #entrepreneurs as well as the many factors owners need to consider separately and apart from their companies.
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.
ONWARD: Episode 4
Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of Creo Valo, in our latest episode of “ONWARD.”