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Could This Time Be Different?
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History suggests a sustained new bull market in stocks rarely starts from such expensive levels or before the economy bottoms, though some investors wonder if this time is different. In our Quarterly Market & Economic Report, we posit that at least a short and shallow recession will ensue as the economy slows further. Our models continue to call for caution and selectivity in public markets while positioning ourselves to take advantage of credit opportunities and scarcer capital in private markets.
Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
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Less Guidance, More Discipline: The Fed Steps Back
In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.
Beyond The Exit: What Founders Need To Understand Before Selling Their Business
For decades, Robert Balentine has guided entrepreneurs through pivotal transitions. In this Forbes article, he lays out a hands-on approach to navigating the emotional and relational shifts of an exit, helping founders turn a successful business into wealth that lasts well beyond one generation.
Balentine Focusing on Tech, AI for VC Allocations
Ben Webb and Mark Bell, Ph.D. break down how Balentine builds its private capital lineup — leaning into tech, AI, and cybersecurity, and sticking with managers who can prove a repeatable process. They also share why the firm is selective with direct deals and co-investments, only stepping in when the opportunity can beat what a diversified fund already offers.
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