The Future of Investments: A Conversation with New Edge Weath
In a recent conversation between Ben Johnson, Julie Willoughby, and Cameron Dawson, Chief Investment Officer (CIO) for New Edge Wealth, a plethora of insights were unveiled surrounding New Edge Wealth's core investment philosophy and the future landscape of investments. This invaluable discussion, packed with pearls of wisdom, shines a light on how to navigate the ever-evolving investment environment.
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New Edge Wealth’s CIO, Cameron Dawson, sat down with Morningstar to discuss the future of investments, the status of active management, and how a holistic, customized approach is the foundation of a good investment philosophy that ensures each decision, whether risk or return, is balanced and ideal for the individual investor.
In this episode:
- How New Edge Wealth approaches their investment philosophy
- The 2024 outlook of wealth management and strategy
- Where active management stands in today’s investment landscape – is it still useful?
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