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Resetting Perspective: From Abundance to Scarcity
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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.
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Market Takeaways After the Midterm Elections
Congress will change hands in January 2027, and many investors are wondering what this means for their portfolios. Our Investment Strategy Team explains why we're staying the course and what we're watching for in the year ahead.
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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