The world is at war.

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.

Select your area of interest below.

The world is at war.

The world is at war. Like in all wars, lives are at stake. Unlike military conflicts, however, humanity fights together against a pandemic to save…

It’s the great data chase.

This week offered the first reprieve of asset price recovery in the current bear market.  Swift and significant action by the Federal Reserve enabled the…

These are truly remarkable times.

    These are truly remarkable times.  The uncertainty of the virus.  The interruption of the economy.  The disruption in daily lives. Worldwide. What is…

Dr. Osterholm COVID-19

Dr Osterholm COVID-19

What’s in a price?

What’s in a price? It’s an important question for the markets today. The price decline in equities this week is nothing short of astounding in…

Wow. Where do we begin?

Wow.  Where do we begin? It has been an incredible week in follow up to the last. Relentless news flow on the virus and the…

Off-Cycle Fed Cut

OFF-CYCLE FED CUT What you need to know It’s been a volatile ride for markets so far this year, driven by coronavirus fears and potential…

Coronavirus Fears Rattle Global Markets

CORONAVIRUS FEARS RATTLE GLOBAL MARKETS What you need to know Over the weekend, new cases of Covid-19 (coronavirus) were announced in South Korea and Italy,…

Talk about taking it in the “shorts”.

Talk about taking it in the “shorts”.  Tesla (ticker TSLA) has been on a remarkable rise.  Since the end of May 2019 when TSLA closed…

Where has the time gone?

Where has the time gone?  Like a flash, one-twelfth of the new year has passed. It feels like we are still taking stock of the…

Q1 2020 Quarterly Outlook

In a year during which many investors fled to safe-haven assets such as cash, the S&P 500 generated a return of 31.5% in 2019, placing…

Final Tax Planning Tips for 2019

With year-end quickly approaching, taxpayers still have a few weeks left to plan with strategies that could provide meaningful tax savings. We included in the…

Election Scenarios and Tax Proposals: What You Need to Know

Election Scenarios and Tax Proposals: What You Need to Know Dan Clifton and Jonathan Traub join Edge Capital to discuss 2020 election scenarios and tax…

Q4 2019 Quarterly Outlook

Edge Capital Group Q4 2019 Quarterly Outlook The barrage of negative economic and political headlines has resulted in a strong feeling of uneasiness in the…

What are the chances?

What are the chances?  Two of the pivotal points for the financial markets in the past several months has been US-China trade relations and Federal…

Yield Curve Inverts Further

On Wednesday, August 14, equity markets pulled back sharply on weak data out of Germany and China, fueling investor concerns over global growth. Germany’s economy…

Elevators and Escalators

It is often said that equity markets fall like an elevator and rise like an escalator.  We have seen that description hold true these last…

Trade Concerns Intensify

                    Please click here to view our research insights: Trade Concerns Intensify

Capital One Data Breach & Equifax Settlement

              Please click here to download our Research Insight on Capital One Data Breach & Equifax Settlement

Q3 2019 Quarterly Outlook

Edge Capital Group Q3 2019 Outlook The market is expecting that the US Federal Reserve will lower interest rates in late July, and potentially one…

US Earnings Season Kick Off

US earnings season officially kicked off last week, and through yesterday approximately 15% of the S&P 500 has reported results for the second quarter. This…

Up, up and away!

US equity markets established new all-time highs this week as the S&P 500 crested over 3,000 and the Dow exceeded 27,000.  Asset markets are ascending…

Fed Holds, Signals Cuts

At the FOMC meeting last week the Fed chose not to cut the Fed Funds Rate, but hinted that future cuts might be on the…

Making sense of the markets today

What do you have to believe to make sense of the bond and equity markets today? Fulfilling market expectations, this week the Fed kept rates…

The Global Bond Market

The global bond market is feeling negative. Truly negative.  Like “pay the issuer to take your money for years” negative.  Governments such as Germany, Japan,…

It all adds up

It all adds up. One, two, three, four. This week a combination of data points caused the equity market to rip and the 10-year US…

Curve ball

The Treasury yield curve is trying to tell you something.  The risk of a policy mistake is up and the risk to further economic expansion…

Mission Impossible

Mission Impossible.  You could say that was Theresa May’s mandate.  She faced a daunting task to execute on a 2016 referendum to separate the UK…

Who put who in “timeout”?

An ultimatum from President Trump last Sunday night that tariffs will be raised should China back away from the trade deal was the big news…

It’s tea time

Reading tea leaves is a practice that started roughly in the seventeenth century when Dutch traders started the import of the commodity into Europe from…

Q2 2019 Quarterly Outlook

Whether the Federal Reserve bowed to political pressure or re-examined with fresh eyes the muddled (but weakening) fourth-quarter economic data, the renewed December policy language…

Four million

Four million.   That is how many words are in the US tax code (known as the Internal Revenue Code or IRC).  At a normal pace…

Everybody’s working it

Everybody’s working it.  The employment report on Friday showed 196k jobs added.  The unemployment rate remained low at 3.8% and wage growth kept at a…

The “Pain Trade”

Traders have a saying that the market “tends to create as much pain as possible”.  The context which provides meaning to the statement is that…

A new lease on life?

A new lease on life?  Usually you have a set date when a lease ends, but in the UK’s case it depends.  This week the…

The Devil is Always in the Details

The devil is always in the details.  This is as true in index-based investing as it is in life.  Take for example the unfortunate airline…

The Pendulum

The pendulum of market sentiment swung back from optimism this week landing the equity market in a tight spot.  There is a lot of good…

It is ironic

It is ironic……Equity market assets are increasingly becoming passive while at the same time equity market trading is becoming more algorithmic. According to the Investment…

Slow-growth is not no-growth

Looking back, it seems December left everyone in the cold.  This week, the US Census Bureau finally released their report on retail trade for the…

It’s time for a temperature check

It’s time for a temperature check.  Released this week, new research from UK scientists reviewed the effects of 16th century exploration on the climate of…