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.
Know Your Enemy
Introduction: Know Your Enemy “Think ya know what it’s all about? Huh! Hey yo, so check this out!” Last week’s whirlwind of Fed commentary and inflation data created a few market gyrations but ultimately left interest rates lower and the need for rate hikes less...
Mid-Year Outlook: The Metallica Market
You might be surprised to learn that the market and the investment approach it demands in 2026 have a lot in common with Metallica. Yes, Metallica, the thrash metal band that formed in the 1980s and became known for its bone-rattling loudness, shows with...
Graduation Season
This week we are recapping a historic second quarter for global equity markets and taking a closer look at the recent FTSE/Russell index reconstitution. While it happens every six months, this cycle’s index rebalancing, measured by total market cap movement and the...
The Hand That Feeds
Just how deep do you believe? "The Hand That Feeds", Nine Inch Nails Equity markets are biting the hand that feeds. It is no secret that the largest contributor to S&P 500 returns in 2026 has been the AI infrastructure trade (AI capex recipients), with key...
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
Bloomberg Appearance: Defensive Rally Raises Concerns for U.S. Stocks, notes Cameron Dawson
Cameron Dawson, Chief Investment Officer, discusses the market reaction to the prospect of a prolonged war in the Middle East.
Fox Business Appearance: Jay Peters Discusses Overlooked Opportunities
NewEdge Wealth Managing Director Jay Peters discusses earnings momentum, market fundamentals and an ‘under-the-radar’ opportunity investors may be overlooking on ‘Making Money.
Bloomberg Appearance: Cameron Dawson on Jobs Data and Fed Cuts
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks sector rotation and positioning risks.
Cameron Dawson, CIO Joins The Master Investor Podcast
Cameron Dawson joins Bloomberg Podcasts to discuss stock market records, Fed Independence, and the Future of DEI.
Cameron Dawson Returns to the Scripps News Podcast
Caption: Cameron Dawson returns to the Scripps News podcast to discuss the strength and strain of the U.S. consumer and rising gold prices.
Cameron Dawson Joins The Scripps News Podcast
CIO Cameron Dawson joins Scripps News to tackle the U.S. consumer, market rotation, gold vs. bitcoin, earnings, and the Fed holding rates.
Bloomberg Appearance: Cameron Dawson on Tech Stocks Rallying Ahead of the FOMC Decision
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson joins Single Best Idea with Tom Keene
Cameron Dawson, CIO joins Bloomberg Surveillance to explain why stocks aren’t rallying on earnings beats.
Cameron Dawson, CIO Talks Stock Market Records on Bloomberg Podcasts
Cameron Dawson joins Bloomberg Podcasts to discuss stock market records, Fed Independence, and the Future of DEI.












