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.
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).
Don’t Stop Me Now: U.S. Equity Market Mid-Year Recap & The Long-Term Implications of A.I.
This week we are taking stock of the year-to-date performance of the U.S. equity market, which could be adequately summarized by Queen’s 1979 song, “Don’t Stop Me Now”, especially in the context of the recent 11% surge from the mid-March lows.
Top Charts to Watch for Equities in June
US equities were higher on the week and notched sizable daily gains on Friday. Growth-oriented indices like the NASDAQ and Russell 1000 Growth were again the biggest winners as the names that comprise these indices continued to shrug off higher real rates and expand valuation multiples.
Top Takeaways from a Busy Week in Markets
Broad US equity indices marched higher on the Friday leading into Memorial Day Weekend, resulting in the S&P 500 notching a slight weekly gain while the tech-heavy NASDAQ and Russell 1000 indices produced weekly gains of 1.5% – 2.5%.
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
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