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.
What, Me Worry?
Markets just hit all-time highs while a war raged in the Middle East. What happened, what’s next, and why investors shouldn’t panic (yet).
Here It Goes Again
Never does Yogi Berra’s quip, “It’s tough to make predictions, especially about the future,” feel more relevant than when constructing an economic and market outlook when shrouded in the fog of war.
The Great Divide
The Great Divide is a great way to describe some of the sharp divergences and departures we have seen over the last three months.
Some of these great divides are encouragingly positive, while others are distinctly negative.
Moneyball: Thoughts on Semis, Software, and Where There May Be Risks and Opportunities Under the Surface
While our quote, referencing the above scene from the 2011 baseball movie Moneyball, is an oversimplification and exaggeration, in our view, it is a fitting analogy for the divergent fundamentals, narratives, and sentiment that surround the global software and semiconductor industries today.
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: 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.
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.