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Articles, Webinars & Media Appearances
Separate Ways
Though strong rallies in broad equity market indices to start 2024 are hardly wince-inducing like Journey’s music video, under the surface, we have continued to see stark divergence between market leaders and laggards, with a notable continuation of 2023’s leadership profile to start 2024. We think this performance is due to earnings revisions going separate ways.
Bloomberg Appearance: “Equity market never believed in a hard landing,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer at Newedge Wealth, joins Bloomberg Television to examine earnings revisions and why they explain the outperformance of the tech sector.
Watch the Replay: 2024 Outlook
Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.
Highlights From the 2024 Outlook
Earlier this week we released our 2024 macro and market outlook titled “Stranger in a Strange Landing”. It argues that instead of having a Hard, Soft, or No Landing, we could have a “Strange Landing” in 2024.
2024 Outlook: Stranger in a Strange Landing
Ample analytical energy has been expended in the great debate about what kind of “Landing” the U.S. economy will...
CNBC Appearance: Rob Sechan’s take on the market and his expectations for 2024
Rob Sechan, CEO and Co-Founder at NewEdge Wealth, joins CNBC’s “Halftime Report” to discuss the market and their expectation for 2024.
