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.
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...
Quality Focused Investing at NewEdge Wealth: Part II
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
A Man of Few Words
Introduction: A New World for a New Fed “There’s a button for that.” A lot can happen in a week, and the past week was notable in three ways. First, the U.S.-Iran conflict appears to have reached the beginning of its end, with both sides expected to sign a Memorandum...
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
ONWARD: Episode 15
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Fox Business Appearance: Cameron Dawson on High Hopes for the 2026 Market
NewEdge Wealth CIO Cameron Dawson discusses this year’s stock market outlook and more on ‘Barron’s Roundtable.’
Yahoo Finance Appearance: Cameron Dawson on Factors Driving Market Optimism
Cameron Dawson, Chief Investment Officer, discusses President Trump’s headline risks to equities and how to navigate the volatility.
Bloomberg Appearance: Cameron Dawson on Market Positioning, Dollar Outlook & Oil Prices Under Trump in 2026
Cameron Dawson breaks down positioning, dollar risks, oil prices, earnings, and 2026 market volatility.
Bloomberg Appearance: U.S. Stocks Hold at Record Highs as Bond Yields Fall
Cameron Dawson, Chief Investment Officer, discusses why policy optimism and cyclical trades may mask a deeper economic slowdown.
CNBC Appearance: “We think it’s a constructive year,” says Cameron Dawson, CIO
Cameron Dawson highlights that 2026 looks constructive but choppy, with limited multiple expansion and markets driven primarily by earnings growth.
Jay Peters Joins Stockology Insider
New Edge Wealth’s Jay Peters argues that 2026 will reward diversified portfolios after years of concentration in mega-cap technology stocks.
CNBC Appearance: 2026 Will Be the Year of Diversification, says Jay Peters
Jay Peters, Managing Director of New Edge Wealth, joins ‘Power Lunch’ to talk the three stocks he is watching for 2026.
Cameron Dawson on What We Should Expect from Markets in 2026
Cameron Dawson, Chief Investment Officer, joins Bloomberg Daybreak Asia to break down what we should expect from markets in 2026.