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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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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.
How Do We Balance Private Capital Investments in Client Portfolios?
In the third article of our Private Capital Guide, Ben Webb & Mark Bell explain our Core-Moon-Satellite approach, which combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth.
How Can You Build Your Private Capital Portfolio To Grow Wealth for Generations?
In our Private Capital Guide, Ben Webb and Mark Bell discuss how a data-driven strategy blending diversification with long-term themes can create a custom portfolio. Learn how selecting high-performing assets and working with expert managers can help grow and preserve your wealth.
Why Private Capital?
For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.
What Should you Consider Before Investing in Alternatives?
Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.
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.
The “Yard Sales” of Private Markets
Why we believe it’s time for a private credit secondaries manager at Balentine.
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