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.
Light My Fire: Non-US Stocks Heating Up
Thursday and Friday saw the beginnings of an unwind of the ultra-dominant U.S. large cap momentum trade (think of the momentum factor as the Newton’s First Law factor, “an object in motion stays in motion”, with momentum capturing the dynamic that if a stock has been performing well it will continue to perform well).
Heartbreaker
It’s never fun to write about disappointment on Valentine’s Day, but Pat Benatar would agree that this week’s inflation data was more “love taker” than “dream maker”.
Surprise Surprise
It would be wonderful to live in the cozy world of only-happy Surprise Surprise, but the reality in 2025 is likely to be far more balanced between potential positive and negative surprises coming out of DC.
With or Without You
While Tech stocks came close to making a 10% correction last week, many of the sectors that lagged last year (yes, even international stocks) were among the leaders. With growth, led by personal consumption and a strong labor market, still solid heading into 2025, investors may be remembering the lead single from U2’s 1987 classic, The Joshua Tree, as they ask whether they can live “With or Without” the AI trade.
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
CNBC Appearance: “Growth forecasts may be too high,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the outlook for the second half of the year and the possibility of more broadening in the market.
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s.
CNBC Appearance: Cameron Dawson, CFA® discusses markets, the tech sector, and the Fed’s next move
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets, the tech sector, and the Fed’s next move.
Watch the Replay: Second Quarter Outlook
As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter.
Avoiding the Negativity Vortex
Negativity often masquerades as intellect. Seeing the glass half empty is perceived as analytical, cautious and sophisticated. It’s a sales technique that captivates because we want to believe there’s a perfect solution – even when we know there is no such thing.
Second Quarter Outlook
This week we shared our outlook for the economy and markets in the second quarter of 2023. For much, much more detail, please download the slide deck for our complete analysis of the second quarter macro and market environment.
Mark Twain, Jack Ryan, and The U.S. Dollar’s Dominant Reserve Currency Status
Investors have been handwringing about the end of the U.S. dollar’s status as the world’s dominant reserve currency for decades, yet the dollar has maintained its spot at the top of the reserve currency stack through these doubts and challenges.
CNBC Appearance: Cameron Dawson, CFA® discusses markets as the S&P 500 and Nasdaq rise to new records
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins CNBC’s “Closing Bell” to discuss markets as...
Highlights from the 2024 Onward Conference
The second annual Onward Conference was a continuation of our series that helps entrepreneurs better position themselves, their family, and their company so they can successfully navigate the process of a transaction if and when the time is right.