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Whitepaper: Navigating Required Minimum Distributions
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Articles, Webinars & Media Appearances
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®
Make the Best of What’s Around with Bonds
With all the excitement in the equity market these days – Solid Q2 earnings! Silly stocks! AI mania! – it’s easy for bonds to get lost in the shuffle. The wild interest rate swings in the opening years of this decade have given way to a long period of elevated but stable yields, which has important implications for how we design bond portfolios.
One Last Breath
The Fed, investors, and corporate America are holding their breath — waiting to see if AI can keep the economy from slipping.
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.
