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.
Here It Goes Again
Never does Yogi Berra’s quip, “It’s tough to make predictions, especially about the future,” feel more relevant than when constructing an economic and market outlook when shrouded in the fog of war.
The Great Divide
The Great Divide is a great way to describe some of the sharp divergences and departures we have seen over the last three months.
Some of these great divides are encouragingly positive, while others are distinctly negative.
Moneyball: Thoughts on Semis, Software, and Where There May Be Risks and Opportunities Under the Surface
While our quote, referencing the above scene from the 2011 baseball movie Moneyball, is an oversimplification and exaggeration, in our view, it is a fitting analogy for the divergent fundamentals, narratives, and sentiment that surround the global software and semiconductor industries today.
We Had It All
Over the last three years, equity investors could sing “We Had It All” when it came to tailwinds for markets. The combination of an uptrend in earnings growth forecasts and a downtrend in 2 Year Treasury yields was incredibly powerful for risk asset returns.
Looking at these two components, the uptrend in earnings growth forecasts supported risk appetite, and thus valuations, while rising estimates also boosted total equity market returns as earnings growth consistently surprised to the upside.
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
Bloomberg Appearance: Cameron Dawson on Tech Stocks Rallying Ahead of the FOMC Decision
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson joins Single Best Idea with Tom Keene
Cameron Dawson, CIO joins Bloomberg Surveillance to explain why stocks aren’t rallying on earnings beats.
Fox Business Appearance: Cameron Dawson on High Hopes for the 2026 Market
NewEdge Wealth CIO Cameron Dawson discusses this year’s stock market outlook and more on ‘Barron’s Roundtable.’
Yahoo Finance Appearance: Cameron Dawson on Factors Driving Market Optimism
Cameron Dawson, Chief Investment Officer, discusses President Trump’s headline risks to equities and how to navigate the volatility.
Bloomberg Appearance: Cameron Dawson on Market Positioning, Dollar Outlook & Oil Prices Under Trump in 2026
Cameron Dawson breaks down positioning, dollar risks, oil prices, earnings, and 2026 market volatility.
Bloomberg Appearance: U.S. Stocks Hold at Record Highs as Bond Yields Fall
Cameron Dawson, Chief Investment Officer, discusses why policy optimism and cyclical trades may mask a deeper economic slowdown.
Values Go Viral: The Gen Z Model for Impact-Driven Business
The demographic cohort born between 1997-2012, succeeding Millennials and preceding Generation Alpha, is commonly referred to as Generation Z. Gen Z, the first generation never to know the world without the internet, values diversity and finding their own unique identities, says Stanford scholar Roberta Katz.
CNBC Appearance: “We think it’s a constructive year,” says Cameron Dawson, CIO
Cameron Dawson highlights that 2026 looks constructive but choppy, with limited multiple expansion and markets driven primarily by earnings growth.
CNBC Appearance: 2026 Will Be the Year of Diversification, says Jay Peters
Jay Peters, Managing Director of New Edge Wealth, joins ‘Power Lunch’ to talk the three stocks he is watching for 2026.