Market Publications

Balentine’s 2020 Capital Markets Forecast

Steady at the Helm: Maintaining Investment Discipline While Navigating the Currents

We are pleased to share our 2020 Capital Markets Forecast. This annual research piece is the foundation of our investment process, and the projections herein form the basis of the strategies we design to help our clients achieve their goals.

This year’s edition, “Steady at the Helm: Maintaining Investment Discipline While Navigating the Currents,” updates our longer-run views of the opportunity set and addresses three key themes:

  • The need to maintain the principles of investment discipline centered around diversification and proactive tactical rebalancing in the years ahead, especially after such a long and unusual period of below-average volatility.
  • The fact that private capital markets are at a crossroads, demanding patience and a steady commitment to active management in niche areas to be successful.
  • Where to find sustainable cash flow from investments with fixed income yields at such a low level.

It also flags how international equities are priced for above-average returns over the next market cycle after severely lagging the gains of U.S. equities during the past ten years.

We hope you find this year’s Capital Markets Forecast informative in understanding what is realistic to expect from today’s starting point.

Please reach out to a relationship manager or any member of the Investment Strategy Team with questions.

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