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Video Recording: Adrian Cronje's 2019 CEO Strategy Summit Speech
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“Have the economy and bull market run their course?” That’s the question Balentine CEO Adrian Cronje, Ph.D., CFA, posed to attendees of the January 2019 CEO Strategy Summit. His engaging presentation provides insight into the four key themes—Federal Reserve policy, tax reform, trade, and national debt—that will determine what’s in store for the economy and capital markets in 2019. A copy of the presentation Adrian references in his speech is available here.
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Less Guidance, More Discipline: The Fed Steps Back
In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.
The Tax-Aware Investor
For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.
Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment
Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.
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