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Balentine's 2023 Capital Markets Forecast
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Our Capital Markets Forecast is the foundation of our investment process. This annual research piece contains seven-year projections that form the basis of strategies we design to help you achieve your goals.
The forecast, designed to both manage risk and maximize opportunities, provides the quantitative blueprint for the steps we foresee — at today’s starting point and beyond.
View our 2023 Capital Markets Forecast
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Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
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Making Sense of Higher Long-Term Rates
5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.
Balentine Targets Entrepreneurs with Acquisition of Alpharetta Firm
Balentine has acquired Alpharetta-based Valuation Growth Advisory and named its founder, Tom Matthesen, Head of Business Advisory within its family office solutions group.
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$9bn Atlanta RIA Balentine Buys Business Advisory Firm
Tom Matthesen, founder of Valuation Growth Advisory (VGA), joins Balentine as Head of Business Advisory.
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