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 Skill of Active Management

Find out why Balentine typically choose to be passive in efficient asset classes, and how we decide whether active management may be more appropriate.

Stocks End the Week on a Positive Note

Balentine’s Chief Investment Officer Adrian Cronje was quoted in the Wall Street Journal article “Stocks End the Week on a Positive Note”. As quarterly data from the first three months of 2015 become available, many investors are watching to see the US stock market’s reaction.

The Return of Fundamentals

Quarterly earning season is upon us, and underneath the guise of downward-revised forecasts and the effects of write-downs, the story tells of U.S. corporate profits falling, not rising. These results caused The Economist to ask the question, “Are corporate profits at last running out of steam?” in its recent Buttonwood article, “Sound the Retreat.” In […]

The Fundamental Things Apply

As we look to 2014, many are reflecting on a very strong year for domestic stock markets. However, a key component that is missed by many investors and the media alike is the failure to appreciate how much (or rather how little) of that rally has been justified by an improvement in underlying fundamentals. As […]