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.
Watch the Replay: 2025 Outlook Preview
In true NewEdge fashion, our 2025 Outlook Preview is presented as a “songbook”, inspired by songs from a broad swath of genres. In addition to the link to the charts below, we have also shared a video where Chief Investment Officer Cameron Dawson walks through the deck.
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).
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
Market Update on the World of Art, Watches and Collectible Cars
Hosted by Jeff Kobernick, the panelists reviewed the burgeoning non-fungible token (“NFT”) market, the “red-hot” market for new and used watches, and the world of new and used collectible cars.
Fireside Chat with Jamie Dinan and Marc Lasry
Hosted by Rob Sechan, panelists Jamie Dinan and Marc Lasry discussed markets, the uneven reopening of the economy,...
Fireside Chat: The Cryptocurrency Craze
Hosted by Rob Sechan, panelists Tom Lee and Anthony Scaramucci discussed an overview of the cryptocurrency market, the outlook for the market in 2021 and the future, as well as insights on how individual investors can gain exposure to this burgeoning asset class within their own portfolio.