Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
Will There Be Blood?
Introduction: No Pain, No Gain (Literally) “What are you looking so miserable about? There's a whole ocean of oil under our feet!” Last week, the Federal Reserve’s Open Market Committee (FOMC) made its first policy move of Chair Kevin Warsh’s tenure, raising its...
Parabol/Parabola
For example, we’re pretty sure that Maynard James Keenan did not write the two-part “Parabol/Parabola” with the equity and bond markets in mind, but that does not mean that we, as equity and bond market participants, can’t find meaning and message in the song, mostly as some markets, like yields, “went parabolic” this week.
Sugar, We’re (No Longer) Goin Down
One of the most popular assertions amongst fixed income strategists and investors today is that the recent jump in yields is not a concern because it is merely a return to “normal” levels that were experienced in the 2000s, prior to the Great Financial Crisis (GFC).
We Will Always Love Her
Introduction: Mourning a Legend “Storms make trees take deeper roots.” The world lost an icon this week when Dolly Parton passed away far too soon at the age of 80. Depending on what generation you belong to, you may know Dolly best for her talent, her wit, her...
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.
Podcasts, Media Appearances & Webinars
Cameron Dawson Joins The Work Ethic Podcast
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.
Bloomberg Appearance: Brian Nick on Why Stocks Keep Climbing Despite Market Fears and Global Risks
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
ONWARD: Episode 16
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Bloomberg Appearance: Cameron Dawson on Market Volatility, Oil Prices, and the Risk to U.S. Consumers
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson On Oil Prices and Stocks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Cameron Dawson On Rising Oil Prices as Iran Signals No Letup in War
Cameron Dawson, Chief Investment Officer, breaks down the market reaction to the prospect of prolonged war in the Middle East.
CNBC Appearance: Cameron Dawson, CIO on AI Disrupting Jobs and Market Split
Cameron Dawson breaks down consumer behavior among market splits, policy uncertainty and AI driven job disruption.
Stock Recovery and Tariff Uncertainty – Cameron Dawson joins Bloomberg Podcasts
Cameron Dawson, Chief Investment Officer, joins Bloomberg Podcasts to discuss the S&P 500’s “duck market”.
Cameron Dawson Returns to PreMarket Prep
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.