Latest Investments & Planning Insights
Weekly Edge
At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.
Wayne’s World Markets: “Party on, Powell!”
As Federal Reserve Chairman Jerome Powell hosted the post-Federal Open Market Committee meeting press conference this week, he probably should have ditched the suit and worn a black t-shirt and ripped jeans instead, because he seemed to send one Wayne Campbell-like message to markets: “party on!”.
Linger
Inflation is lingering around, meaning U.S. economic data continues to support our view that there is little urgency for the Fed to ease policy as swiftly and aggressively as bond markets have been pricing in.
Nothing Gold Can Stay?
The first and most important point in this analysis is: just because forward returns could be lower in the future does not mean investors should stay out of the equity market. Instead, a period of lower price returns demands greater care by investors in order to reach return goals.
Don’t You (Forget About Me): Sector Performance Trends
There is more than meets the eye to sector performance within the S&P 500. This week’s Weekly Edge takes inspiration from John Hughe’s iconic film The Breakfast Club to identify strong and weak trends underneath the surface of sectors.
Wealth Strategy
A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.
Articles, Webinars & Media Appearances
CNBC Appearance: NewEdge’s Cameron Dawson offers her bearish take on the market
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins ‘Closing Bell: Overtime’ to offer her fourth quarter playbook.
A Dose of Dispassion
This is not about catching the ultimate low or ringing the bell at the bottom. Instead, it is about being disciplined about long-term potential when the near-term is highly uncertain. A dose of dispassion is helpful in times like these.
CNBC Appearance: “Investors need to be cautious in the medium term,” says NewEdge’s Cameron Dawson
Cameron Dawson, Chief Investment Officer of NewEdge Wealth, joins CNBC’s ‘Squawk Box’ ahead of the open to break down why the latest market rally has legs in the short term.
CNBC Appearance: “There’s still market risk to the downside,” says NewEdge’s Cameron Dawson
Cameron Dawson, NewEdge Wealth Chief Investment Officer, joins CNBC’s ‘Squawk Box’ to break down her market outlook ahead of the open.
CNBC Appearance: “Rallies still face medium trend headwinds,” says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss market trends and...
Thoughts When Staring Into The Abyss
Global equity markets experienced a rapid and bruising sell-off this week. In the U.S., we are nearing the intraday...
September Update: The 5 Charts to Watch
The source of elevated inflation has shifted in recent months. The early days of inflation were driven by Goods inflation from surging Goods demand during lockdowns and supply chain stress.
CNBC Appearance: Markets are likely to retest 3,600 level, says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss her bearish case for growth...
Considerations Before Buying a Home Overseas
Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.