Chat with the CIO: After a headline-grabbing year, 2023 calls for patience and discipline
Chief Executive Officer, Sonya Mughal, CFA, chats with Chief Investment Officer, Eric Leve, CFA, about 2022’s steep challenges and prospects for the economy and the markets in the new…
Chat with the CIO: What is Normal, and When Will It Be Here?
Bailard’s SVP and Chief Strategist – Wealth Management, Jon Manchester, CFA, CFP® and Chief Investment Officer, Eric Leve, CFA, tackle the global factors at play as we look to…
Chat with the CIO: Can Bonds be the Comeback Kid for 2022?
Bailard’s SVP and Director of Fixed Income, Linda Beck, CFA, chats with Chief Investment Officer, Eric Leve, CFA, about the wild ride for bonds on the back of inflation and recession…
Chat with the CIO
A Reckoning of Global Priorities: The Changing Calculus of Climate Change and Geopolitics Bailard’s Director of Sustainable, Responsible and Impact Investing Blaine Townsend, CIMC®, CIMA®…
Chat with the CIO: Shifting Tides in the ESG Landscape
This quarter dives into the investment community’s increased focus on climate with Bailard’s Director of Sustainable, Responsible and Impact Investing Blaine Townsend, CIMA® and Chief…
Chat with the CIO: The Strangest Recession in History Creates a Messy Inflation Puzzle
This quarter features a point-counterpoint with Frank Marcoux, CFA, SVP & Portfolio Manager – Sustainable, Responsible and Impact Investing and Chief Investment Officer, Eric P.…
Inflation Is Not a Dirty Word
Inflation is a word that tends to strike fear into consumers and investors alike. For Americans, the trauma of the last major inflationary period in the 1970s still resonates. But economists…
A Bumpy Road Around the Globe
Eric P. Leve, CFA, Executive Vice President and Chief Investment Officer March 31, 2021 This is a story of evolution or, in some cases, the lack thereof. Our tale will begin in 1997, the…
Chat with the CIO: Finding Lessons Learned from the COVID-19 Pandemic
In this quarter’s Chat with the CIO, Eric P. Leve speaks with Selena Chaisson, MD and Director of Healthcare Investments, and Matt Johnson, Vice President of Healthcare Investments.…
Chat with the CIO: Implications of the Race to the White House
In this quarter’s Chat with the CIO, Eric P. Leve and Frank Marcoux, Senior Vice President, work to navigate the rocky path leading to November’s elections with a focus on the potential…