Quarterly Macro & Market Update

Quarterly Macro & Market Update

As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed...
Opportunities in Municipal Bonds

Opportunities in Municipal Bonds

As interest rates decline, what does this mean for municipal bonds, and what opportunities might arise?In our latest webinar, Jeffrey Kobernick, Managing Partner and Co-Founder, Kevin McIntyre, Principal, Municipal Strategies, alongside David Loesch, Co-Owner, Trader...
2024 Mid-Year Market Outlook

2024 Mid-Year Market Outlook

As we entered the third quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team hosted a webinar to offer their forecast for the quarter, review current market trends and key investment sectors in light of...
Watch the Replay: Second Quarter Outlook

Watch the Replay: Second Quarter Outlook

As the first quarter of 2024 drew to an end, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team reviewed the current market trends and key investment sectors and provided their forecast for the upcoming quarter....
Top Themes of 2024

Top Themes of 2024

We were delighted to welcome Joe Zidle, Chief Investment Strategist and Senior Managing Director of Blackstone, back to review Blackstone’s Top Investment Themes of 2024. Traditionally at the beginning of each year, we would explore Byron Wien’s Ten Surprises for the...
Watch the Replay: 2024 Outlook

Watch the Replay: 2024 Outlook

Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year. 2024 Outlook Materials...