Reading the Market: Cameron Dawson on Signals, Positioning, & Private Markets (EP. 34)

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins host Alex Cavalieri on CAIS Live Conversations: Building With Alts to share how she and her team cut through market noise with a multidisciplinary approach to macro analysis. Dawson shares her views on the role of liquidity, positioning, and valuation as amplifiers in today’s market and why the US consumer remains her most closely watched indicator. She also shares NewEdge’s framework for incorporating private markets into portfolios, built on what the firm calls “functional asset allocation”: the idea that every asset in a portfolio should have a clearly defined purpose. For financial advisors navigating a fast-moving macro environment, this episode offers a, client-first perspective on portfolio construction and the discipline required to stay the course.