Stock Markets Pause for a Long Breath

A look at aggregate equity indices reveals the second quarter was, as they say, unexceptional. Though public markets have offered relatively meager returns in 2018, still waters often run deep, as three significant developments took place beneath the surface in Q2. CEO Adrian Cronje, Ph.D., CFA, examines these developments, as well as the greatest risk to markets in the months ahead: potential monetary and trade policy mistakes.

Media Coverage and the Investment Cycle

Investors are inundated with more media coverage of the capital markets than ever before. Unfortunately, the vast majority of it is irrelevant. The most common phenomenon is popularly dubbed the “magazine cover curse.” Director of Research Gabe Lembeck, CFA contextualizes specific examples of this phenomenon and explains how Balentine uses scientific, quantitative models to cut through the noise.

Discipline and Selectivity Rule When Economic Output Supersedes Market Returns

All good things must come to an end. The unusually long period of calm which presided over stock markets came to a screeching halt in late January with a sharp correction of nearly 10%. Investors finally conceded the “goldilocks” (not too hot, not too cold!) economic environment could not continue indefinitely.

Paradigm Shift: Key Themes from Balentine’s 2018 Capital Markets Forecast

Last year we finally saw signs of abatement in the “wall of worry” upon which this bull market was built. However, a shift from skepticism to optimism typically marks the transition from the end of the beginning of a bull market to the beginning of the end. What does that mean for our current bull market?

Despite the Angst, 2017 was a Banner Year for Stock Markets

Despite heightened political dysfunction and geopolitical tensions, 2017 was an incredible year for global stock markets. Balentine Chief Investment Officer Adrian Cronje, Ph.D., CFA, reviews some of the highlights of 2017 and explains what we should expect to see during the remainder of 2018. Spoiler alert: It’s likely to be a bumpy ride!

Markets take the stairs up and the elevator down

A common saying in finance is that “markets take the stairs up and the elevator down.” After more than 3,000 days of steady stair climbing and very little volatility, that changed violently and suddenly on Friday, February 2, and Monday, February 5, 2018.

Introducing Balentine’s 2018 Capital Markets Forecast

Balentine’s 2018 Capital Markets Forecast is our signature research piece for the new year, serving as the foundation of our investment process and featuring our best thinking on topics ranging from tax reform to cryptocurrencies.

Can you afford your retirement?

With lower investment returns anticipated in the future combined with longer life expectancies, it is critical that your retirement portfolio provide the necessary spending for your entire lifetime.

Tax Reform: Why Have Markets Remained So Skeptical?

Congress has reached important milestones in the journey toward the Trump administration’s promise of comprehensive tax reform. Why, though, have markets appeared skeptical that anything will be achieved in the near term?