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.
Highlights From the 2024 Outlook
Earlier this week we released our 2024 macro and market outlook titled “Stranger in a Strange Landing”. It argues that instead of having a Hard, Soft, or No Landing, we could have a “Strange Landing” in 2024.
Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview
Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy for the upcoming earnings season, which kicked off yesterday with reports from economic bellwethers J.P. Morgan, Wells Fargo and United Healthcare.
3 Libras: A Triple Top for Growth vs. Value?
We are watching closely (or pulling out our Libra Scales of Justice) for indications that Value’s early outperformance in 2024 could be setting up for a triple top in Growth vs. Value, meaning a period where Growth underperforms Value.
Invincible? Watching Sentiment, Positioning, Valuation, and Growth Expectations
Equity markets have been acting invincible (save for Wednesday of this week). With the tailwinds of a friendly Fed and resilient growth data, equities have been in full melt-up mode as investors chase to increase exposure into year end.
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
CNBC Appearance: “There are a lot of stocks selling at attractive valuations,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell” to discuss what’s happening in tech sectors, what to expect from the market, and more.
Well, That’s Pretty Crummey!
Your NewEdge Wealth team is here to support you in your role as Trustee. We can help educate beneficiaries about trusts, including the purpose and implications of Crummey Notices.
Higher for Longer: Next-Generation Bond Portfolios
The recent strength of the economy surprised many, and forecasts of a recession have been pushed out to later next year, supporting the Federal Reserve’s assertions that it intends to hold interest rates higher for a longer period.
CNBC Appearance: “The short-end of the yield curve is a better play than the long end,” says NewEdge Wealth’s Ben Emons
Ben Emons, Principal, Senior Portfolio Strategist, recently took center stage on CNBC to provide expert insights into what the bond market is signaling about the economy.
CNBC Appearance: “The current market correction hasn’t been growth-related,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Squawk Box” to discuss the latest market trends, rest of year outlook, and more.
Quality-Focused Investing at NewEdge Wealth
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.
CNBC Appearance: “Recession may not hit until the end of the first half of 2024,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, Chief Investment Officer, joins CNBC’s closing bell to discuss markets, the economic reports from this week, and what it means for the fall season.
CNBC Appearance: Rob Sechan’s take on the latest job reports and the path ahead for your money.
Rob Sechan, CEO and Co-Founder, joins CNBC’s “Halftime Report” to discuss his take on the latest job reports, the path ahead for your money, the best place to be right now, and more.
A Letter from John Straus, Jr.
Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.