By the end of 2022, stock and bond investors alike were ready to put a dismal calendar year in the rear-view mirror. Thankfully, the fourth quarter showed markets advancing once again—setting a more hopeful tone going into the New Year. This was especially true for investors in international equities, as the magnitude of Q4 outperformance (a nearly 10% advantage for MSCI EAFE vs. the S&P 500) gave the asset class its first calendar year “win” relative to U.S. indices since 2017. Foreign currencies regained some of their strength against the dollar, thanks to easing U.S. inflation and less hawkish expectations for the Fed. European markets led on the upside, and with the energy outlook improving considerably the regional positioning was increased from underweight to near neutral. The recession question looms large in 2023, but even though the U.S. economy may hold up better than some in Europe and elsewhere, we believe that deeply discounted valuations and an attractive sector mix make a case for international equities’ continued outperformance.
Recent Insights
Bailard CEO Sonya Mughal shares what’s kept her there for 30 years
Sonya Mughal, CFA opens up in a candid interview with Pensions & Investments' about her journey from an entry-level position to CEO, all at Bailard, in her 30-year career solely dedicated to the Company. She discusses her and Bailard's values, how people can find the right place to work, Bailard's culture, and the importance of understanding your clients.
December 9, 2024
Bailard Awarded Fifth in Its Category Among the 2024 Pensions & Investments Best Places to Work in Money Management
Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments.
December 9, 2024
Country Indices Flash Report – November 2024
Donald Trump won the electoral college and popular vote on November 5th to regain the U.S. presidency in January. Republicans also gained a Senate majority and held control of the House. Trump has rapidly announced loyal supporters as Cabinet picks. Markets echoed November 2016: a strong dollar, U.S. equity outperformance, and small cap/value stocks outperforming large cap/growth.
November 29, 2024
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