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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Edge Speakers Series: Main Street Investors take on Wall Street Pros; GameStop, Robinhood and What You Need to Know
February 03, 2021
Hear our thoughts on the current market events including the Gamestop short squeeze, the rise of the retail investor, and the short and long-term implications…
Edge’s 2021 Financial Planning Guide
February 01, 2021
A new year brings changes to many areas that impact our clients’ financial lives from income tax and estate tax planning to charitable gifting and…
2021 Q1 Outlook
January 25, 2021
Click here to read our full Edge Capital Q1 2021 Outlook A new hope. Following the 2020 deterioration of the global economy, there is…
Off the Cuff: Policy Musings from Washington DC
January 14, 2021
Last week our Strategy Team attended a virtual DC Policy Conference hosted by one of our longstanding research partners. The event was hosted on January…
Edge Speakers Series: The COVID Vaccine: What You Need to Know
January 13, 2021
The U.S. Food and Drug Administration (FDA) has begun authorizing the use of vaccines for the coronavirus that causes COVID-19. Sandra Fryhofer, M.D., trustee of the…
Ten Ways to Protect Yourself From Cyber-Crime
January 12, 2021
Cybersecurity awareness is always important and the Covid-19 pandemic has made this even more critical with fraud surging as criminals are taking advantage of our…
Year End Planning: 10 Steps to Consider
December 17, 2020
Executive Summary: Year End Planning: 10 Steps to Consider High net worth individuals are strongly encouraged to coordinate with their accountant and estate planning attorney…
Edge Capital Group Annual Managing Partner Letter
December 16, 2020
December 16, 2020 Dear Clients, This has been a challenging and unusual year for many. Perhaps you are as eager as we are to put…
Edge Speakers Series: Exploring the Political Landscape 2020
September 09, 2020
In the 11th webinar of Edge’s Speaker Series, the focus is on Exploring the Political Landscape. We are joined by the two-term governor of Florida,…
Edge Speakers Series: Healthcare Update: What We’ve Learned So Far
July 30, 2020
In the latest installment of Edge’s Speakers Series , the focus is on Healthcare post COVID and what we’ve learned so far. We are joined…
2020 Q3 Outlook
July 17, 2020
Click here to read our full 2020 Q3 Outlook. Beyond COVID. Once we are through the pandemic, researchers will do a financial assessment on…
Edge Speakers Series: Energy Trends Post COVID-19
July 16, 2020
In the 9th webinar of Edge’s Speakers Series, the focus is on Energy Trends Post COVID-19. We are joined by three industry experts covering a…
What in the world is going on? COVID Accelerated Trends
July 15, 2020
Edge’s Will Skeean, Partner and Chairman of the Board, was invited to present to the PBPA (Permian Basin Petroleum Association) via a Zoom call on…
Edge Speakers Series: Future of China: Within Asia and the World
June 24, 2020
Watch a replay of the webinar here. Richard Johnston BSc. ACA – Managing Director, Albourne Partners (Asia) Limited Richard joined Albourne in September 2004…
Edge Speakers Series: The Future of Real Estate Post COVID-19
June 10, 2020
Watch a replay of the webinar here. Mike McVean – Co-Founding Partner of Stream Realty Partners Stream Realty Partners is one of the fastest-growing full-service commercial…
Protect Yourself, Protect Your Data | Cyber Crime is Spreading
June 09, 2020
With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to…
Has Amazon become the new “Ma Bell”?
June 06, 2020
Has Amazon become the new “Ma Bell”? After Alexander Graham Bell patented the telephone in 1876, he formed the Bell Telephone company which for the…
Edge Speakers Series: Roger McNamee – The Future of Technology Post COVID-19
June 03, 2020
Roger McNamee is a pioneer venture capitalist in Silicon Valley who co-founded Silver Lake Partners and Elevation Partners where his venture capital funds were original…
Update on the Economy, Financial Markets, and Policies
May 31, 2020
Since Covid-19, the US stock market performance has had two distinct groups: Growth (Technology/Communications/Healthcare) and Value (Financials/Industrials/Energy/Materials). Leadership has never been more concentrated. There are…
Edge Speakers Series: Sports and Entertainment: Reentry and the Future
May 13, 2020
Speakers Include: George Pyne – Founder and CEO of Bruin Sports Capital, former CEO of IMG Sports and Entertainment and COO of Nascar. …
Quietly, the stock market climbs higher.
May 09, 2020
Quietly, the stock market climbs higher. We say quietly because something has been missing – volume. This week’s relentless climb for the S&P 500 has…
Edge Speakers Series: Education: Reentry and the Future
May 07, 2020
Speakers Include: Douglas Shackelford – Dean of Kenan Flagler Business School, at the University of North Carolina at Chapel Hill (consistently ranked in Top 20)….
Edge Speakers Series: Eyes on the Future; Opportunities Ahead
April 29, 2020
Edge Speakers Include: Will Skeean, Investment Team Chairman Thinking on the Coming Changes Dennis Sabo, Head of Strategy Where is Value in…
Edge Q2 2020 Quarterly Outlook
April 27, 2020
If there ever was a time to question what you believe, this may be it. Would you believe that an illness infecting less than 0.04%…
Well, there’s another first.
April 26, 2020
Well, there’s another first. We all woke up on Monday to a crashing oil price that eventually went negative on the May futures contract for…
Help is on the way!
April 19, 2020
Help is on the way! That is what financial markets are feeling this week despite another difficult string of economic data. This week’s new claims…
Life is going to change.
April 13, 2020
Life is going to change. How could it not? We have seen health scares over the years, but at a psychologically safe distance far from…
The world is at war.
April 05, 2020
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.
March 29, 2020
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.
March 20, 2020
These are truly remarkable times. The uncertainty of the virus. The interruption of the economy. The disruption in daily lives. Worldwide. What is…
Edge Conference Call – Michael T. Osterholm, PhD, MPH
March 18, 2020
Dr. Osterholm is Regents Professor, McKnight Presidential Endowed Chair in Public Health, the director of the Center for Infectious Disease Research and Policy (CIDRAP), Distinguished…
What’s in a price?
March 13, 2020
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?
March 09, 2020
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
March 05, 2020
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
February 24, 2020
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”.
February 07, 2020
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?
January 31, 2020
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
January 22, 2020
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
December 13, 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…
Edge Conference Call – Election Scenarios and Tax Proposals: What You Need to Know
November 06, 2019
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…