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.
MacArthur Park Suite
This week’s Edge (which you can probably read while listening to the entire 18 minutes of the “MacArthur Park Suite”) will look at the recent run in Value outperformance and examine the drivers that could make this run in Value sustainable (like in the early 2000s) or just another flash in the pan.
Fake Plastic Trees
This “Lonely Hearts Club” for non-tech sectors has disbanded to start 2026, with huge outperformance by non-tech sectors and huge underperformance by tech areas (the broad tech sector, Mag 7, and, most painfully, software).
Kevin Warsh, Kevin Warsh, Kevin Warsh
The Federal Reserve has trimmed its policy target by 175 basis points (1.75%) since September 2024, but longer-term Treasury yields are actually higher today than they were then.
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.
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
Cameron Dawson, CFA® Joins PreMarket Prep
Cameron Dawson, CFA®, Chief Investment Officer, joins Joel Elconin and Dennis Dick on PreMarket Prep to discuss opening-only orders and recent stock market news.
Fox Business Appearance: “The trend in the market is still resoundingly positive,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, analyzes why the market is continuing to climb on ‘Barron’s Roundtable.’
Bloomberg Appearance: Cameron Dawson, CFA® on Rising Bond Yields
Cameron Dawson, CFA®, Chief Investment Officer, dives into resilience in equities and the pain trade with Bloomberg Radio.
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “People are expecting a lot of optimism,” says Cameron Dawson, CFA®
Bloomberg Appearance: “Earnings revisions are still moving higher, but healthy digestion would be good,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer joins Bloomberg Surveillance to discuss challenges facing equities amid high valuations, loose financial conditions, and elevated investor optimism, warning of limited capacity to absorb negative surprises.
Investopedia Appearance: “In the very short term, the market is certainly overbought,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, joins Investopedia to discuss
what to expect from the Fed’s meeting on interest rates, the July jobs report, and the most important corporate earnings of the cycle.
CNBC Appearance: Cameron Dawson, CFA® Shares How Tariffs are Testing Market Complacency
Cameron Dawson, CFA®, Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss how trade policy fears are weighing on markets amid new tariff announcements and more.
Spotlight on Venture with Nava Ventures
We’re pleased to share a recent conversation between NewEdge Wealth’s Chloe Reed, Vice President, Investment Solutions, Alternatives, had with Freddie Martignetti, Founder of Nava Ventures, as part of our spotlight on venture.
Bloomberg Appearance: “If you’re looking into the bond market right now, you have to do it with open eyes,” says Brian Nick of NewEdge Wealth.
Brian Nick, Managing Director, Head of Portfolio Strategy at NewEdge Wealth, warns that U.S. economic growth is weakening fast, making equity market gains harder to justify and bond markets more uncertain.