Insights

Resetting Perspective: From Abundance to Scarcity

January 16, 2023
Share this post

In our first article of Balentine's 2023 Capital Markets Forecast, Resetting Perspective: From Abundance to Scarcity, we identify contributors to today’s high inflation, looking to similar periods in the past to provide ideas for what the market might do ahead. We remind readers that the economy and markets have endured similar circumstances before and that the recent era of cheap money and extremely low inflation is more of an aberration than the new era of more appropriately priced money and higher inflation.

Read the article, Resetting Perspective

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.

Balancing Act: Risk and Return in a New Regime

Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.

Will the Momentum Continue?

On the heels of a 10%+ rally in stocks in the first quarter of the year, Adrian Cronje, Ph.D., CFA discusses whether market strength will last - and how Balentine's private and public market strategies have fared in this environment.