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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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…
Q4 2019 Quarterly Outlook
October 22, 2019
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?
September 15, 2019
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
August 23, 2019
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
August 18, 2019
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
August 07, 2019
Please click here to view our research insights: Trade Concerns Intensify
Capital One Data Breach & Equifax Settlement
August 01, 2019
Please click here to download our Research Insight on Capital One Data Breach & Equifax Settlement
Q3 2019 Quarterly Outlook
July 24, 2019
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
July 19, 2019
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!
July 12, 2019
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
June 24, 2019
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
June 23, 2019
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
June 15, 2019
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
June 07, 2019
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
June 02, 2019
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
May 26, 2019
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”?
May 10, 2019
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
May 03, 2019
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
April 25, 2019
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
April 13, 2019
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
April 05, 2019
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”
March 29, 2019
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?
March 22, 2019
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
March 16, 2019
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
March 08, 2019
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
February 22, 2019
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
February 16, 2019
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
February 10, 2019
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…
2019 Tax and Planning Guide
February 04, 2019
Click here to view our Edge 2019 Tax and Planning Guide
You can’t always get what you want
February 01, 2019
You can’t always get what you want, but sometimes you do. Like this week. The Fed knew exactly what to say to give the financial…
Q1 2019 Quarterly Outlook
January 10, 2019
Edge Capital Group Q1 2019 Outlook Investor sentiment dissolved quickly during the fourth quarter, wiping out earlier 2018 gains and pushing global equity markets soundly…
There is a better future ahead
December 28, 2018
There is a better future ahead. No, that is not a market or economic forecast. Just a simple belief as we look to close this…
Edge Research Insights: Fed Disappoints but Shows Flexibility
December 20, 2018
Download Full Commentary Here: Edge Research Insights: Fed Disappoints but Shows Flexibility
“To hike, or not to hike”
December 14, 2018
“To hike, or not to hike, that is the question. Whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous tweets,…
Has the world turned upside down?
December 07, 2018
Has the world turned upside down? This week the media seized on the occurrence of an “inverted” Treasury yield curve which happens when yields on…
A few words can go a long way
November 30, 2018
A few words can go a long way when the equity market is this anxious. There are four key issues overhanging equity market sentiment…
“Art of the Deal”
November 16, 2018
There is no part of the world left untouched by the “art of the deal.” Look no further than the United Kingdom whose Prime Minister…
Take your pick
November 02, 2018
Take your pick. On any given day, there are many bits of information both good and bad that become available and the interpretation is driven…