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!

Back to the Future?

“Is it time to party like it’s 1986?” That’s the question Balentine CIO Adrian Cronje posed to attendees of the January 2018 CEO Strategy Summit. Listen to his engaging presentation to discern whether tax reform is “junk food” or “nutrition” and learn how to prepare your business accordingly.

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.

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?

Don’t Let “Buy and Hold” Leave You in the Cold

Balentine’s Director of Institutional Relationships and Chief Investment Officer explain the benefits of a Global Asset Allocation (GAA) strategy in the article “Don’t Let Buy and Hold Leave You in the Cold.”

Still Waiting for Godot

Populism and Washington dysfunction are two key risks for markets in 2017, and last week was an important one for both.