Insights

Could This Time Be Different?

Share this post

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.

Read the report

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.

OBBBA and Your Portfolio: Four Key Shifts

From tax relief for small businesses to stricter clean energy rules and new defense spending, OBBBA is reshaping the investment landscape. Our Investment Strategy Team breaks down four areas of impact—and why fundamentals remain the ultimate driver of results.

Are Blind Spots Holding You Back?

Chairman Robert Balentine’s latest Forbes article reveals the hidden pitfalls leaders often overlook—and how to move past them to lead with clarity and impact.

Tariffs Are Here

More than four months after "Liberation Day," our Investment Strategy Team discusses the current trade landscape, highlighting how OBBB could create a more strategic, partnership-driven trade era.