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.
Livin’ on a Prayer
This week we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and analyzing what are, once again, lofty expectations for profit growth in the coming calendar year.
Golden Eye
Another week, and another new all-time high. No, not for the S&P 500 (this time), but for gold.
Such Great Heights
High valuations have been a source of persistent consternation to investors looking at S&P 500 price levels.
Is Monetary Policy About the Journey or the Destination?
The Fed’s “journey vs. destination” debate is reshaping markets. Discover what investors should watch in the this week’s Weekly Edge.
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
Markets Group Appearance: “Get comfortable being uncomfortable,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, discusses President Trump’s new tariff policy and its effect on market volatility and stagflation.
Bloomberg Appearance: “For right now, we’re still living in this highly uncertain world,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Radio to cover the equity dive this week and whether the choppiness is set to continue.
CNBC Appearance: “Volatility is here to stay,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s Closing Bell to discuss tariff policy impact on the market and the revolving animal spirits.
Bloomberg Appearance: “You could see a little bit of a relief rally,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Surveillance to discuss whether the market volatility will continue or not.
CNBC Appearance: “The Fed is not seeing this as a reason for them to step in and ease policy,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s Closing Bell to discuss how to position amid the market selloff.
The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing
On March 27 at 3:00 p.m., we hosted an exclusive webinar with Jay Peters, CFA®, Managing Director, Investment Solutions, Equities at NewEdge Wealth, and our newest Investment Advisory Board Member Adam Parker, CEO & Founder of Trivariate.
April Market Volatility Update
We came into 2025 expecting a pickup in market volatility. It has not taken long for those expectations to be met, and then some. As we feared it would, the combination of optimistic businesses and consumers with equity and credit markets priced for perfection proved to be combustible when policy uncertainty was added to the mix.
Leveraging Uncertainty to Provide Stability
With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.
Catalysts Appearance: “People are shedding what they feel like are the most expensive parts of the portfolio,” says NewEdge Wealth’s Brian Nick
Brian Nick, Managing Director, Head of Portfolio Strategy, joins Catalysts to discuss the value of long-term AI investments.