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Articles, Webinars & Media Appearances
Second Half 2023 Outlook: The Imagination for Reality
We started 2023 with a mantra from Goethe: “Enjoy what you can, endure what you must.” After a roaring rally in equities and a much-improved showing from fixed income compared to 2022’s weakness, 2023 has been a year of far more enjoyment than enduring.
CNBC Appearance: “Optimism around A.I. is one of the things driving the market higher,” says NewEdge Wealth’s Cameron Dawson
Cameron Dawson, Chief Investment Officer, recently joined CNBC’s “Closing Bell’ to discuss the recession risk from rising rates, the recent market rally, and more.
Diversity in Teams Drives Diversity in Outcomes
From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
NewEdge Wealth is pleased to announce that Gregory Pool has joined its growing Miami office. In June, the firm announced the opening of a San Francisco and Nashville-area office. NewEdge Wealth now has eight offices in addition to its headquarters in Stamford, Connecticut.
Party in the U.S.A.
Another week, another string of better than expected data in the U.S., suggesting that forecasts for economic growth in the second half of 2023 remain far too low. It’s a growth party in the U.S.A.
Deal: Unpacking the Divergence of Yields and Equity Valuations
In this piece, we revisit our thesis for the economy and markets from the beginning of 2023, identifying the divergence of equity valuations from yields/Fed policy as the key source of our surprise. We then look at the two main drivers of this yield divergence and equity strength (liquidity and AI optimism).
