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.
Emotional Haircut
With Thanksgiving next week, it is incredible that the 2025 holiday season is already upon us (time flies when you live in interesting times).
Don’t Escape from New York
New York City’s Mayor-elect, Zohran Mamdani, has generated lively debate among investors regarding their municipal bond holdings and the financial future of New York City.
Tremors
As we enter the final few weeks of 2025, investors have ridden a wave of optimism propelled by economic resilience and rising corporate profits. As we wrote last week, however, this bull market is beginning to look brittle. Assets tied to unprofitable entities, many of which have rallied powerfully in recent months, are off their highs and overall market volatility is up.
Chicken Fried
Speculative, revenue-less stocks are surging in 2025. Learn about the “chicken fried” rally that shows why quality matters.
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
Bloomberg Appearance: Cameron Dawson on AI CapEx and the U.S. Economy’s Growth Reliance
Cameron Dawson joins Bloomberg Surveillance to explain how AI-driven CapEx is fueling U.S. economic growth, and potential risks ahead.
CNBC Appearance: The equity market is not signaling concern about meaningful growth, notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss market outlooks.
Bloomberg Appearance: Cameron Dawson, CFA® on Stagflation, Margins, and Market Resilience
Cameron Dawson, CFA®, Chief Investment Officer, discusses how stagflation, Fed policy, and weakening labor trends may impact earnings and equity markets.
Bloomberg Appearance: Investor Caution Persists Amid High Valuations, highlights Brian Nick of NewEdge Wealth
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
Bloomberg Appearance: Brian Nick of NewEdge Wealth on Growing Investor Caution
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how markets are treading carefully as investors await comments from Fed Chair Jerome Powell.
Fox Business Appearance: “The trend in the market is still resoundingly positive,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, analyzes why the market is continuing to climb on ‘Barron’s Roundtable.’
Bloomberg Appearance: Cameron Dawson, CFA® on Rising Bond Yields
Cameron Dawson, CFA®, Chief Investment Officer, dives into resilience in equities and the pain trade with Bloomberg Radio.
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “Earnings revisions are still moving higher, but healthy digestion would be good,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer joins Bloomberg Surveillance to discuss challenges facing equities amid high valuations, loose financial conditions, and elevated investor optimism, warning of limited capacity to absorb negative surprises.