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Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
Top Insights
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
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Our best thinking on what's happening in the economy and markets and why it matters to investors.
Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.
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How Are Investors Impacted by Market Volatility?
Though folks are making short-term spending adjustments, CEO Adrian Cronje shares why he believes panic is unfounded in the long-term.
How Have Trump Administration Policies Impacted Investment Strategy?
Policy shifts stir markets, but long-term trends endure. David Damiani and other CIOs share insights in this Family Wealth Report article.
Gatekeepers Share Their Contrarian Calls for 2025
David Damiani shared two contrarian takes in this Citywire article, including his belief that the Fed may cut rates more than the market expects.
Balentine: Pioneering Growth in Global Quality Investing
Our Investment Strategy Team identified a gap in the marketplace and brainstormed with Blackrock on how to bring it to market for our clients.
A Path to Normalcy
Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.
Steady Expansion Without Euphoria
In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.
Is Cash King Once Again?
David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.
What Can Capital Markets Teach Entrepreneurs?
Adrian Cronje shares how capital markets provide signals business owners can use to prepare for the short-term future in this FastCompany article.
Addressing Election Anxiety
Key Insights for Long-Term Investors
Small Stocks Lead Gains, Defying Rising Interest Rates
In an article for the International Business Times, Chief Investment Officer David Damiani explains why stock prices can remain stable or rise in a high interest environment.
Mission Accomplished?
In our Quarterly Market & Economic Report, we share why we believe it's too early for the Fed to declare victory in its campaign to raise interest rates and discuss our public and private market performance.
Balancing Act: Risk and Return in a New Regime
Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.
Navigating the Uncharted Terrain of 2023
Unraveling Surprises and Shaping Narratives
The “Yard Sales” of Private Markets
Why we believe it’s time for a private credit secondaries manager at Balentine.
Lessons For Wealth Managers From The Great Recession
Robert Balentine reflects on the Great Recession on its 15th anniversary in an article for Forbes.
It’s Fed Week: Another Rate Hike Pause Likely, but Experts Expect Savings Rates to Remain High
Adrian Cronje discusses the Federal Funds Rate in an article for CNET.
Market Commentary: September 2023
Despite higher interest rates and a shrinking Fed balance sheet, a recession has not occurred We discuss why – and explore why it still might.
The Intersection of Public Policy & Financial Markets
An Interview with John Fagan, former Director of the Markets Analysis Group at the U.S. Department of the Treasury
Cryptocurrency After FTX
Mark Bell, Ph.D. discusses the future of crypto and blockchain technology in this article for Real Assets Advisor.
Coronavirus in the White House
Roils markets briefly, but what does it really portend?
A Tale of Two Markets
Bonds and Stocks Send Different Signals
Are Recession Red Lights Flashing?
How Capital Markets Can Help us Predict the Future Economic Environment
Learning to Think the Unthinkable
5 lessons from the collapse of Lehman Brothers
Blockchain and Cryptocurrencies
A current investment approach
3,000 Days in, Bull Market Aging Gracefully
Global stock markets gains well earned, poised to continue
Generational Change in Private Capital Markets
What are the Private Capital Market Opportunities for Entrepreneurs and Investors in the Southeast?
Fallout from the Equifax Security Breach
Five steps to take and three questions to ask
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