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
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.
CNBC Appearance: The equity market is not signaling concern about meaningful growth, notes Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s ‘Closing Bell’ to discuss market outlooks.
Cameron Dawson, CFA® Joins Bloomberg Radio
Cameron Dawson, CFA®, Chief Investment Officer, joins Bloomberg Podcasts to discuss equity all-time highs and raising the pain trade.
Cameron Dawson on Unlocking Private Debt Opportunities for Wealth Investors
Cameron Dawson discusses how stagflation, Fed policy, and weakening labor trends may impact earnings and equity markets.
Bloomberg Appearance: Cameron Dawson, CFA® on Stagflation, Margins, and Market Resilience
Cameron Dawson, CFA®, Chief Investment Officer, discusses how stagflation, Fed policy, and weakening labor trends may impact earnings and equity markets.
Cameron Dawson, CFA®, joins Einstein & Ives
Cameron Dawson, CFA®, Chief Investment Officer, joins Einstein & Ives to dissect how increased market accessibility has fundamentally reshaped financial markets.
Cameron Dawson, CFA® joins Money News Network
Cameron Dawson, CFA®, Chief Investment Officer, joins Money News Network to discuss meme stocks, how easier access to trading has changed the game, and more.
Bloomberg Appearance: Investor Caution Persists Amid High Valuations, highlights Brian Nick of NewEdge Wealth
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
Bloomberg Appearance: Brian Nick of NewEdge Wealth on Growing Investor Caution
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how markets are treading carefully as investors await comments from Fed Chair Jerome Powell.