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.
I’m Not Ok (I Promise)
U.S. consumers are so emo right now that they are reporting their worst, most sour, most negative sentiment since the depths of COVID and the Great Financial Crisis.
The Usual Suspects
Why are long-term interest rates rising? From Fed leadership uncertainty and resilient growth to Japan’s bond shock and geopolitics, we break down the “usual suspects” driving today’s rate volatility.
Play the Ball as It Lies
Just as an astute golfer likely would not choose a driver on a narrow Par 3, we as investors must make sure that we are, given the current state the market, taking the right amount of risk, choosing the right tools to take that risk, and level setting expectations for what returns and volatility could be.
The Masterplan
Of the things from 2025 that we would like to see more of in 2026, at the top of the list is Oasis reunion concerts (maybe with even more B-side cuts, like those included on the band’s The Masterplan 1998 compilation album).
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: “Earnings Are More Useful Than Economic Data,” says Cameron Dawson
Cameron Dawson explains why earnings are key for investors, how trade wars and AI are shaping markets and what to expect from the Fed’s next moves.
Cameron Dawson: “This market has an incredible ability to shake off bad news”
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, says markets keep rising despite risks, driven by strong earnings and momentum, but warns stretched valuations could trigger volatility.
The Future of Wealth Management with Rob Sechan
Rob Sechan, Co-Founder and CEO, joins Advisor Talk to discuss the evolution of the independent advisor model.
CNBC Appearance: Friday sell-off a wakeup call to leverage in equity markets, says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss how to think about recent equity markets, if the character of this market has changed and much more.
The Investor’s Edge: Key Trends Driving Today’s Markets
The last few weeks of AI-infrastructure deal announcements have raised many an eyebrow about the circular nature of these deals (ex. Nvidia investing in $100B in OpenAI so that OpenAI can buy NVDA chips, alongside a $300B OpeanAI deal with Oracle that will purchase even more NVDA chips), and stirred up memories of the ill-fated vendor financing boom of the 1990’s tech bubble.
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.
Cameron Dawson: Get Ready for “Stagflation Lite”
Cameron Dawson of NewEdge Wealth joins the Thoughtful Money podcast to discuss how long this “stagflation lite” will last and how investors should position accordingly.
Cameron Dawson on Market Position Changes and Valuation Concerns
Cameron Dawson joins RiskReversal to discuss the impacts of AI, alternative investment opportunities and much more.
ONWARD: Episode 11
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.