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Investment Perspectives
Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.

How Have Trump Administration Policies Impacted Investment Strategy?
While policy shifts can drive short-term market volatility, history shows that long-term trends tend to remain steady. In this article for Family Wealth Report, David Damiani and other chief investment officers shared their insights.

Investment Perspectives
Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.

Gatekeepers Share Their Contrarian Calls for 2025
David Damiani shared two contrarian takes in this Citywire article, including his belief that the Fed may cut rates more than the market expects.

Balentine: Pioneering Growth in Global Quality Investing
Our Investment Strategy Team identified a gap in the marketplace and brainstormed with Blackrock on how to bring it to market for our clients.

A Path to Normalcy
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.

Steady Expansion Without Euphoria
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.

Is Cash King Once Again?
David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.

What Can Capital Markets Teach Entrepreneurs?
Adrian Cronje shares how capital markets provide signals business owners can use to prepare for the short-term future in this FastCompany article.

Addressing Election Anxiety
Key Insights for Long-Term Investors

Small Stocks Lead Gains, Defying Rising Interest Rates
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.

Mission Accomplished?
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.

Balancing Act: Risk and Return in a New Regime
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.

Navigating the Uncharted Terrain of 2023
Unraveling Surprises and Shaping Narratives

The “Yard Sales” of Private Markets
Why we believe it’s time for a private credit secondaries manager at Balentine.

Lessons For Wealth Managers From The Great Recession
Robert Balentine reflects on the Great Recession on its 15th anniversary in an article for Forbes.

It’s Fed Week: Another Rate Hike Pause Likely, but Experts Expect Savings Rates to Remain High
Adrian Cronje discusses the Federal Funds Rate in an article for CNET.

Market Commentary: September 2023
Despite higher interest rates and a shrinking Fed balance sheet, a recession has not occurred We discuss why – and explore why it still might.

The Intersection of Public Policy & Financial Markets
An Interview with John Fagan, former Director of the Markets Analysis Group at the U.S. Department of the Treasury

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

Coronavirus in the White House
Roils markets briefly, but what does it really portend?

A Tale of Two Markets
Bonds and Stocks Send Different Signals

Are Recession Red Lights Flashing?
How Capital Markets Can Help us Predict the Future Economic Environment

Learning to Think the Unthinkable
5 lessons from the collapse of Lehman Brothers

Blockchain and Cryptocurrencies
A current investment approach

3,000 Days in, Bull Market Aging Gracefully
Global stock markets gains well earned, poised to continue

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

Fallout from the Equifax Security Breach
Five steps to take and three questions to ask
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