Keep Calm and Carry On

Keep calm and carry on. This is the message investors are sending after stock markets posted strong gains for the first six months of the year.

The US Presidential Election: A Brexit Redux?

Many Americans will head to the polls next Tuesday feeling caught between a rock and a hard place, forced to choose between two of the most unpopular candidates to vie for the Oval Office in recent history.

What do Janet Yellen’s Recent Interest Rate Comments Mean? Taking a long-term perspective on interest rate growth

Throughout the whole of 2015, markets speculated when the Federal Reserve would finally take the plunge and begin raising interest rates. After fits and starts all year, the Fed raised interest rates in December. It also laid out a plan to continue to raise interest rates by 25 bps each quarter until we reached more normal levels. After the rough start to 2016, however, the Fed last Thursday signaled a potential change in policy.

Has the Moment of Truth Finally Arrived?

After more than five years of aggressive intervention in financial markets, the Federal Reserve (Fed) seems on the cusp of ending the greatest experiment in monetary policy history. Through Quantitative Easing[1], the Fed hoped to create a wealth effect to stimulate spending and investing as the economy slowly reduced the build-up of excessive debt from […]

The Risk of Rising Interest Rates

With 2013 coming to a close, many are asking what is in store for markets in 2014. At Balentine, we believe one big area of risk in 2014 is if interest rates go up by more than they are currently anticipated to do. Earlier this month, in one of his last moves as Federal Reserve […]