What Matters Most Hasn’t Changed
July 14, 2025
Editor’s Note: We’re proud to share this piece from Dave, who took the reins as Bailard’s Chief Investment Officer (CIO) on July 1, succeeding Eric Leve, CFA. With clear-eyed perspective and…
White Paper: “AI Is Moving Fast—And the Winners Might Not Be Who You Expect”
April 2, 2025
AI is evolving fast, and so is the way investors are approaching it. In his latest white paper, Dave Harrison Smith, CFA—EVP, Domestic Equities—shares where he sees the shift in AI…
Pensions & Investments, “AI applications: When can investors feel the impact?”
December 23, 2024
LLMs. Co-pilots. Agents. Two years after ChatGPT took the world by storm, the hype behind artificial Intelligence remains palpable. Major tech companies are pouring billions into sparkling…
Bailard in Pensions & Investments, “GenAI is an accelerant to cybersecurity threats — here’s where the opportunity lies for institutional investors”
February 15, 2024
Generative Artificial Intelligence, or “GenAI,” has captured the world’s imagination. We have written extensively on the trend and believe it will catalyze a sharp increase…
Exploring the Possibilities of Generative AI
July 14, 2023
Dave Harrison Smith, CFA, Executive Vice President, Domestic Equities, and Head of Technology Research delves into—both massive and more mundane—potential advancements, impacts, and risks as…
What the Tech: A Recap of the Past Quarter and Our Outlook Ahead
April 23, 2020
Dave Harrison Smith, CFA | Senior Vice President, Domestic Equities | Bailard, Inc. Market Sector Update The abrupt sell off of global equities in February set multiple records for all the…