Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
Diving Deep into International Equities
For a considerable time, international stocks have been kicked to the side by the market’s infatuation with U.S. large-cap technology companies. International markets represent 194 countries, are responsible for over 84% of global GDP, comprise over 95% of the world’s population, and account for roughly 40% of the world equity market capitalization.
I Wanna Be Your Dove
From the policy pivot in late 2018 to calm markets, to the cutting of interest rates in 2019 when unemployment was at a 50-year low, to the unprecedented extent of policy support conducted during the COVID shock, to maintaining aggressive easing post-COVID, despite signs of strong growth and high inflation, Powell has overseen a stretch of ultra-dovish policy actions.
Cruel Summer
August has been a cruel month for equity and bond investors. After a relatively bright and calm start to summer, with generally rising risk asset prices and low volatility, this month has been more challenging and tumultuous.
Private Credit & Asset Allocations
When considering the range of possibilities in private credit—primarily those in the private sector via investment funds as opposed to traditional banking channels — it’s beneficial to understand why companies are choosing to remain private and why access to traditional bank capital has become more challenging.
CNBC Appearance: “Keep long-term goals in sight,” says NewEdge Wealth’s Cameron Dawson, CFA®
Cameron Dawson, NewEdge Wealth’s Chief Investment Officer, joins CNBC’s “Closing Bell” to discuss the market seasonality and market laggards.
The Bends: The Equity Correction and its Drivers
After a roaring rally from mid-March until late July, U.S. equity markets have entered a correction phase. So far, the correction has been shallow and healthy, not exhibiting signs of the bends, or a sharp correction after a powerful rally.
