It’s about the people

Edge Perspectives

Edge Capital publishes research on subjects covering asset allocation strategies, thought leading perspectives on market events, and new investment opportunities for our clients. Our research reports are designed to enhance knowledge and understanding of the markets and to provide a macro outlook. Please feel free to reach out via email at research@edgecappartners.com to discuss any of the views presented here.

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It’s about the people

It’s about the people. So much of our attention as investors centers on issues like trade or monetary policy which have real effects on economies…

Are financial markets flashing a red light to policy makers?

Are financial markets flashing a red light to policy makers?  That is what investors are wondering this week as two major central banks announced actions. …

Is it going to be a gusher?

Is it going to be a gusher?  One of the expected outcomes of the tax cut legislation passed last year was that US corporations who…

Let’s get to work!

Let’s get to work!  Friday’s employment report was stronger than expected with US payrolls increasing by an estimated 223,000 jobs in the month of May. …

(Kim Jong) Un Again, Off Again

This week saw quick reversals on the North Korean front as the anticipated summit was canceled as unexpectedly as it was set only to be…

Act now, supplies are running out!

Act now, supplies are running out!  While you most often hear that phrase during a late night television commercial (if you are still watching network…

Beauty is in the eye of the beholder.

Beauty is in the eye of the beholder.  The old saying rings true not only for aesthetics, but also for whether people find an action…

May the Fourth be with you!

May the Fourth be with you!  Unknown to many, today is unofficially celebrated as Star Wars Day in honor of the worldwide pop culture phenomenon…

Edge Capital Partners Promotes Two Executives to Partner

ATLANTA and DALLAS, May 22, 2018 /PRNewswire/ — Edge Capital Partners (“Edge”), a leading independent wealth management firm devoted exclusively to individuals, families, and institutions…

Don’t call it a comeback!

“Don’t call it a comeback!”  That classic line from the 1990 song Mama Said Knock You Out by American musician LL Cool J comes to…

Q2 2018 Quarterly Outlook

Rising interest rates and concerns over an overheating US economy were enough to finally reverse one of the longest unabated market streaks in recent history,…

Round and round it goes, where it stops nobody knows!

Round and round it goes, where it stops nobody knows!  Watching the macro news flow, it certainly feels like a merry-go-round traveling a bit too…

It’s getting noisy in here.

It’s getting noisy in here.  The beating drum of trade conflict gets louder as there is another day and another tariff.  It seems the Trump…

The US government just took a bite out of the FANGs

The US government just took a bite out of the FANGs.  Following the serious privacy concerns raised at Facebook, it is now squarely in the…

It’s the running of the bulls!

It’s the running of the bulls!  No, not the one in Pamplona in July.  This stampede happened on Wall Street this week as jitters took…

Where’s the beef?

Where’s the beef? Not many people in today’s markets may remember that catchphrase from a 1984 commercial for American fast food chain Wendy’s.  The question…

Are we going to trade more than jabs?

Are we going to trade more than jabs? That is what the markets (and the world) are starting to wonder as this week the Trump…

Getting on the Same Page: Developing an Investment Policy Statement

GETTING ON THE SAME PAGE: DEVELOPING AN INVESTMENT POLICY STATEMENT Download full commentary  here: GETTING ON THE SAME PAGE: DEVELOPING AN INVESTMENT POLICY STATEMENT At some…

Balancing Both Sides: Using Both Sides of your Balance Sheet

BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET Download full commentary here: BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET “Neither a…

Surprise! Earnings are good and valuations are better.

Surprise! Fourth quarter results have been reported by roughly 80% of the S&P 500 and so far they are good. With 412 companies reporting (as…

Were our fears inflated?

Were our fears inflated? Nothing like a little play on words to end the week. You might think we are referring to the equity market…

It’s my party and I will cry if I want to…

“It’s my party and I’ll cry if I want too…Cry if I want to….You would cry too if it happened to you!”  You can almost…

The Return to Normal

THE RETURN TO NORMAL Download full commentary here: THE RETURN TO NORMAL With the opening this morning, the S&P 500, and most other major equity…

Is it hot in here, or is it just the bond market?

Is it hot in here, or is it just the bond market?  I remember a time when generating jobs was a good thing.  Apparently, we…

Edge Capital Recruits Two Advisors to Expand Presence in Virginia/DC/Maryland Region

Edge Capital Recruits Two Advisors to Expand Presence in Virginia/DC/Maryland Region ATLANTA – November 28, 2017 – Edge Capital Partners, a leading independent wealth management…

Buy American!

Buy American!  That is the message that President Trump and his economic team are broadcasting at the World Economic Forum in Davos, Switzerland this week. …

Q1 2018 Quarterly Outlook

In our Q2 2017 Outlook published in April we shared our enthusiasm that after years of sluggish growth and an anemic consumer and business cycle,…

Reading into the breakout a bit too much.

  They are calling it a “breakout” which is hard to say with a straight-face in the context of still secularly low interest rates. That…

Resolving to be worth more than a Continental.

2017 has been a year of significant financial, political, social, and natural events too numerous to recount.  These events caused us to witness both the…

We are all a little “taxed out.”

  The year is quickly coming to a close, but that does not mean it will necessarily be boring.  Spurred by the loss of a…

Get the hike out.

Get the hike out.  This week the Federal Reserve raised short-term interest rates for a third time this year increasing the target range to 1.25%…

RECONCILIATION: NEARING AN END

YEAR-END CONSIDERATIONS AS TAX REFORM BECOMES MORE LIKELY House and Senate Republicans announced today that a deal on tax reform is pending which indicates that…

Bitcoin FOMO.

FOMO.  It feels like the only way to describe it.  We are not unique in using this moniker to describe the bitcoin frenzy.  While the…

Don’t get bent out of shape.

Let’s not get too bent out of shape about the US Treasury yield curve.  The steepness of the curve, as often measured by looking at…

It’s been a taxing week.

The US Senate released their version of tax reform this week and it shows some, but not perfect, alignment with the House version released earlier. …

I’ve got the Powell.

President Trump nominated current Fed Governor Jerome Powell to be the next Chair of the Federal Reserve when Janet Yellen’s term ends in January 2018. …

Blue Current Global Dividend Fund celebrates 3rd anniversary with Lipper Leader rating

ATLANTA, November 1, 2017 – The Blue Current Global Dividend Fund (NASDAQ: BCGDX) (“Fund”) announced the Fund received a Lipper Leader rating, the fund achieved…

The Passing Storms

Despite expected disruption to US GDP growth in Q3 from hurricanes hitting Texas and Florida, the economy posted an above-consensus annualized growth rate of 3.0%…

Q4 2017 Quarterly Outlook

Unfortunately for many families living in the Southeastern United States, the 2017 hurricane season has been one of the most devastating in recent history. The…

Another wall being built.

It is said that markets climb a wall of worry.  That certainly feels true this year as the wall seems ever extending higher and the…