Insights

Balentine's 2021 Capital Markets Forecast

By
No items found.
Investment Strategy Team
January 13, 2021
Share this post


[hubspot type=cta portal=6375917 id=d992928c-8428-4243-91de-9a6b4d3ab02d]

 

We are pleased to share our 2021 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, "The Economy and Capital Markets in a Changed World: Uncovering Opportunity on the Road Ahead," updates our longer-run views of the opportunity set and addresses critical questions after one of the more volatile years in recent history:

  • With risk-free interest rates at rock bottom levels, into which other asset classes should diversification occur to provide reliable capital preservation in times of duress?
  • How to boost income from a strategy in a reliable and sustainable away without taking undue credit risk?
  • What is the risk to capital growth from today’s elevated valuation levels?
  • How does the opportunity to allocate to private markets increase the probability of success, and what are the unique risks involved in doing so?

Our forecast provides the quantitative blueprint for the steps we are taking designed to both manage risk and maximize opportunities in 2021 and beyond.

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.

No items found.

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.

A Founder's Guide to Private Capital Investing

In this Entrepreneur article, Mark Bell, Ph.D., breaks down why founders and business owners often already have the mindset to become natural private capital investors.

Making Sense of Higher Long-Term Rates

5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.

Entrepreneurs Serving Entrepreneurs

This article from Atlanta Business Chronicle spotlights our experienced Business Advisory Team and what sets them apart: they have firsthand perspective. Before advising entrepreneurs, they were lenders, advisors, CEOs and entrepreneurs in their own right, living the same pressures our clients face today. That firsthand perspective shapes every recommendation they make.