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Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
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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.
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Five Ways to Stay Grounded During Election Season
Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.
Why Private Capital?
For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.
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.
Will the Momentum Continue?
On the heels of a 10%+ rally in stocks in the first quarter of the year, Adrian Cronje, Ph.D., CFA discusses whether market strength will last - and how Balentine's private and public market strategies have fared in this environment.
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.
Patience and Discipline in the Face of Uncertainty
Balentine's Q3 Market and Economic Report discusses our cautious and selective approach in public markets, the opportunity after-tax cash management offers, and the enthusiasm we have for committing to our private capital managers.
15 “Cardinal Rules” for Entrepreneurs and business owners with money to invest.
Adrian Cronje shares his passion about guiding entrepreneurs turn business success into long-term wealth and legacy.
Top of Mind - September
Our Wealth Management Team’s Monthly Update
The Ripple Effect
How Monetary Policy Shapes Equity Markets
Could This Time Be Different?
The Balentine Q2 Quarterly Market and Economic report provides insight on a possible recession and how we safeguard our clients.
Stocks, Bonds and the Jobs Reports
Adrian Cronje talks timing in the International Business Times.
Top of Mind - June
Our Wealth Management Team’s Monthly Update
Top of Mind - May
Our Wealth Management Team’s Monthly Update
The Federal Reserve's Trilemma
The Balentine Quarterly Market and Economic report provides insight into a possible recession and how we are taking measures to safeguard our clients.
Top of Mind - April
We’re excited to introduce a new feature in our newsletter, Top of Mind. We’ll answer client questions, providing our take on the latest news in the financial sector.
Diversify your deposits
CEO Adrian Cronje, Ph.D. was quoted in Fortune magazine
Are Recession Red Lights Flashing?
How Capital Markets Can Help us Predict the Future Economic Environment
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