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.
The Future Freaks Me Out or Everything is Alright?
Occasionally, instead of being optimistic about the future, equity markets become thoroughly “freaked out” by the future (singing along to “The Future Freaks Me Out” with those slightly neurotic synth-punk-emo purveyors, Motion City Soundtrack).
MacArthur Park Suite
This week’s Edge (which you can probably read while listening to the entire 18 minutes of the “MacArthur Park Suite”) will look at the recent run in Value outperformance and examine the drivers that could make this run in Value sustainable (like in the early 2000s) or just another flash in the pan.
Fake Plastic Trees
This “Lonely Hearts Club” for non-tech sectors has disbanded to start 2026, with huge outperformance by non-tech sectors and huge underperformance by tech areas (the broad tech sector, Mag 7, and, most painfully, software).
Kevin Warsh, Kevin Warsh, Kevin Warsh
The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then.
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
Cameron Dawson Joins Beyond 60/40 to Talk Alternative Investments
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins iCapital’s Beyond 60/40 podcast to talk about how technology, especially AI, is reshaping alternative investments.
Fox Business Appearance: Cameron Dawson on Navigating Market Uncertainty
CIO Cameron Dawson explores the impact of data blackouts on the economy and the future of AI integration in market strategies.
Cameron Dawson: High Valuations, AI Risks & Where to Find Opportunity
Cameron Dawson, Chief Investment Officer, joins Bloomberg Surveillance to discuss market momentum and risk factors heading into 2026.
Cameron Dawson Talks Crowded Trades on PreMarket Prep
Cameron Dawson of NewEdge Wealth explains why crowded momentum trades, weak breadth, and AI-driven speculation are fueling volatility.
CNBC Appearance: Markets suggest a continued drift and chase higher, says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, joins ‘Closing Bell’ to discuss the latest news affecting markets.
CNBC Appearance: “Tariffs still haven’t hit earnings in aggregate,” says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joins CNBC’s ‘Closing Bell’ to discuss the market’s current focus on earnings and the general market setup.
CNBC Appearance: “Need to See Continued Ad Engagement from Meta,” says Rob Sechan
Rob Sechan, CEO & Co-Founder, joins CNBC’s ‘Closing Bell’ to break down which Big Tech companies have the most to lose after reporting earnings results.
ONWARD: Episode 12
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.
Bloomberg Appearance: Cameron Dawson on Earnings, Bond Yields, and Concentration Risks
Cameron Dawson, Chief Investment Officer, joins Bloomberg Television to discuss how equities are still stuck in the tariff scare range.