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Articles, Webinars & Media Appearances
Quarterly Outlook: The Space Between
Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.
NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint.
The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing
On March 27 at 3:00 p.m., we hosted an exclusive webinar with Jay Peters, CFA®, Managing Director, Investment Solutions, Equities at NewEdge Wealth, and our newest Investment Advisory Board Member Adam Parker, CEO & Founder of Trivariate.
April Market Volatility Update
We came into 2025 expecting a pickup in market volatility. It has not taken long for those expectations to be met, and then some. As we feared it would, the combination of optimistic businesses and consumers with equity and credit markets priced for perfection proved to be combustible when policy uncertainty was added to the mix.
Leveraging Uncertainty to Provide Stability
With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.
Market Volatility Update
Listen in as the investment team discusses the source of recent market volatility, the potential duration and depth of the correction, and how investors can take advantage.
