Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
OK, Boomer
As the baton is passed from Boomers to Gen X and Millennials, a notable “age wave” is set to facilitate the transfer of businesses through exits and other transitions. And once again, these unique generations will have needs that differ from others.
No Rain: Implications of Resilient Data on Markets
For much of the past two years, the bond market has been expecting a much easier policy path than what the Fed has signaled and executed. Time and time again, the bond market has front run the Fed, expecting a shift to easier policy, but the Fed has not delivered.
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.
