Falling inflation has led investors to price in a series of Fed rate cuts beginning in September. Whether those rate cuts lead to an eventual “soft landing” for the economy remains an open question, but markets are behaving as if it’s a fait accompli. What is a soft landing? How likely are we to get one? And what portfolio strategies will work in such a scenario? We’ll explore those questions and more in this edition of the Weekly Edge as we try to figure out whether investors should be partying like it’s 1995. Read this week's #WeeklyEdge here: https://lnkd.in/ehgQgYDa #NewEdgeWealth
NewEdge Wealth
Investment Management
Stamford, Connecticut 5,237 followers
Wealth management that comes with a wealth of knowledge.
About us
NewEdge Wealth is a wealth management business delivering best in class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office and institutional clients. Disclosure: NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC.
- Website
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https://www.newedgewealth.com
External link for NewEdge Wealth
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Stamford, Connecticut
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Ultra High Net Worth and Family Office Services
Locations
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Primary
2200 Atlantic Street
Suite 200
Stamford, Connecticut 06902, US
Employees at NewEdge Wealth
Updates
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Cameron Dawson, CFA, Chief Investment Officer, recently joined Benzinga’s PreMarket Prep to discuss: • The impact of recent market volatility and the need to "respect the trend." • The influence of political shifts on market sectors. • The significance of market breadth and rotations. • Momentum surges in the Russell 3000 and the implications for investors. Stay informed and stay ahead with NewEdge Wealth! Watch the recap here: https://lnkd.in/ejjpwZ3F #NewedgeWealth #Benzinga #MarketInsights #Investing
Volatility And Momentum In The Market - Cameron Dawson, CIO NewEdge Wealth
https://www.youtube.com/
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As we entered the third quarter of 2024, our Chief Investment Officer, Cameron Dawson, CFA, along with members of our investment team, hosted an insightful webinar. They shared their forecast for the quarter, reviewed current market trends, and discussed key investment sectors in light of the upcoming election. Don’t miss out on these valuable insights! Watch the full replay here: https://lnkd.in/dWh_MwWA #NewEdgeWealth #MarketForecast
2024 Mid-Year Market Outlook
https://www.newedgewealth.com
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Baby Boomers (“Boomers”) are the demographic cohort that followed the Greatest Generation and preceding the one known as Generation X. Boomers were born between 1946-1964 during the baby boom that followed World War II. There was an unprecedented spike in birth rates and this generation sent a demographic shockwave around the world. Over the next decade, this “age wave” will result in a considerable number of exits. The $10 trillion opportunity will have far-reaching repercussions for the economy as a whole. For Boomers and those who advise them, this “age wave” will be the capstone to their careers and the path towards a transition to the next chapter of their lives. Read the whitepaper here: https://lnkd.in/dU-ecUtm #NewEdgeWealth #BabyBoomers
OK, Boomer
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Politics didn’t move markets much the past few weeks says Cameron Dawson, CFA, Chief Investment Officer. But what’s next after Biden’s Presidential withdrawal? Watch the latest Bloomberg interview here: https://lnkd.in/eCdKSced #NewEdgeWealth
Politics Didn't Move Markets Much, Says Dawson
bloomberg.com
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U.S. President Joe Biden's exit from the presidential race could prompt investors to unwind trades betting that a Republican victory would increase U.S. fiscal and inflationary pressures. "It does take some of the wind out of the sails of the Trump Trade," said Cameron Dawson, CFA, CIO of NewEdge Wealth, although she said markets would be waiting for more clarity about who the nominee will be. Read the full article here: https://lnkd.in/e2PH4TE7 #NewEdgeWealth
Biden's exit could spur Trump-trade unwind, divided government eyed
reuters.com
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Harry Truman once asked to be sent a one-armed economist, frustrated with the profession’s propensity to condition every assessment with “on the one hand this… while on the other hand that…”. In our 2H24 Outlook assessment of the recent rotation in equity markets away from the narrow Magnificent 7 leadership in to “left behind” areas (small caps, Value, international, etc.), we may be disappointing Truman by remaining fully-limbed, offering a conditional outlook for whether these rotations can continue beyond an initial positioning snapback. Instead of listening to Truman’s favorite classical piano, we are listening to our favorite Third Eye Blind, “An Ode to Maybe”, suggesting that maybe rotations can continue, but that it is highly dependent on the path of both yields and earnings growth. Read this week's #WeeklyEdge here: https://lnkd.in/eDPXuRPn #NewEdgeWealth
An Ode to Maybe
https://www.newedgewealth.com
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We are excited to introduce Kyle Gordon as our new Analyst, Client Service at NewEdge Wealth. In his role, Kyle will support our team with various daily business activities, including client meetings, financial planning, onboarding new clients, and developing marketing and presentation materials. Join us in welcoming Kyle to the team! #NewEdgeWealth #ClientService #WealthManagement
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We're pleased to introduce NewEdge Wealth's summer interns! Representing schools and universities across the country, our interns have joined our Coral Gables, Manhattan Beach, Pittsburgh, and Stamford offices for the summer. We can't wait to see all they accomplish and look forward to building lasting relationships with them. Please join us in welcoming them! Ethan Baer | Braeden Burrow | Sawyer Feller | Drew Kaplan | Camden Krause | Jordan Levitt | Liam McCall | Charlie Pantelick | Elizabeth Parkhill | Alix Rosenbaum | Yahya Siddiqui | Evan Symecko | Matthew Vinsko | Jonathan Yoo #NewEdgeWealth #Interns
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Cameron Dawson, CFA, Chief Investment Officer, recently joined CNBC’s “Closing Bell” to discuss the Russell 2000 small cap rally, Fed rate cuts and the broader market. Watch the recap here: https://lnkd.in/eD7xv_dk #NewEdgeWealth #CNBC
NewEdge's Cameron Dawson says these factors can continue to fuel the market rally