Latest Investments & Planning Insights

Weekly Summary

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.

Market Commentary

As discussed in our 2022 year ahead outlook “Get Your Lies Straight”, we anticipate elevated market volatility throughout this year as policy makers navigate the trade-off between inflation and growth. Thus far, our expectations are playing out and the velocity of the recent downturn in global equity markets has certainly grabbed the attention of investors.

Market Commentary

Today’s volatile markets are not a surprise to us. As we stated in last week’s commentary: “We continue to expect ongoing volatility in financial markets.” We also highlighted that the Omicron variant “will be a continuing concern. Its ultimate effects on economic activity and financial markets remain unknowable. We view the latest downturn in interest rates as problematic.”

Never Said it Would be “Smooth Sailin’”

The rather abrupt changes in interest rates and the shape of the yield curve show that quick sentiment changes often lead to quick changes in financial markets. The great dispersion of investors’ views on economic growth rates, supply chain disruptions and inflation make the financial markets more susceptible to sudden shifts in sentiment.

Help Wanted: Outstanding Global Weather Forecaster

We believe that the upcoming winter temperatures will be determinative in regard to economic growth rates, as well as the levels and persistence of inflation for at least the intermediate term. We expect interest rates to continue their ascent as inflation proves to be more persistent and higher than generally assumed.

Will Energy be the New Delta?

Global government policies that encourage the development of “renewable” sources of energy will continue to be very uncertain as to when tangible results that would help solve many of our energy issues will be forthcoming. We expect that China’s increasing regulations and scrutiny over its economy could become more unpredictable in terms of their content and timing.

Wealth Planning

A successful wealth strategy process requires 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.

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