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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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Mind the Curb: Upcoming Test For Private Markets
Ben Webb, CFA, Balentine’s Head of Private Markets, takes a measured look at the looming wave of private credit maturities and what it means for investors. He shares why disciplined portfolio construction matters most when parts of the market come under strain.
Eyes On The Road
Last quarter, stocks gained 2.3% while bonds lost 3.5%, their steepest drop since 2022. Wising yields, $90 oil and record U.S. debt, many investors are bracing for trouble. In our Quarterly Market and Economic Report, CIO David Damiani, CFA explains why our model is telling us to stay invested — and what could change our view.
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Money Compounds, But Trust Compounds Faster
Drawing on his decades of experience guiding entrepreneurs, Robert Balentine shares practical habits for building a legacy that holds up across generations. In this Forbes article, he explains why the family businesses that last are often led by people who treat trust as part of what they will hand down.
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