Let Balentine be your guide on your wealth management journey.

Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.

In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.

Adrian Cronje shares how capital markets provide signals business owners can use to prepare for the short-term future in this FastCompany article.

David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.

Key Insights for Long-Term Investors

In an article for the International Business Times, Chief Investment Officer David Damiani explains why stock prices can remain stable or rise in a high interest environment.

In our Quarterly Market & Economic Report, we share why we believe it's too early for the Fed to declare victory in its campaign to raise interest rates and discuss our public and private market performance.

Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Unraveling Surprises and Shaping Narratives

Why we believe it’s time for a private credit secondaries manager at Balentine.

Robert Balentine reflects on the Great Recession on its 15th anniversary in an article for Forbes.

Adrian Cronje discusses the Federal Funds Rate in an article for CNET.

Despite higher interest rates and a shrinking Fed balance sheet, a recession has not occurred We discuss why – and explore why it still might.

An Interview with John Fagan, former Director of the Markets Analysis Group at the U.S. Department of the Treasury

Mark Bell, Ph.D. discusses the future of crypto and blockchain technology in this article for Real Assets Advisor.

Roils markets briefly, but what does it really portend?

Bonds and Stocks Send Different Signals

How Capital Markets Can Help us Predict the Future Economic Environment

5 lessons from the collapse of Lehman Brothers

A current investment approach

Global stock markets gains well earned, poised to continue

What are the Private Capital Market Opportunities for Entrepreneurs and Investors in the Southeast?

Five steps to take and three questions to ask