Jon Manchester, CFA, CFP®, Author at Bailard

Swiftonomics. Photo courtesy of Dominic Hampton, unsplash

Economic Brief: Portfolio Theory

July 13, 2023

This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact…

Economic Brief: Alphabet Soup

March 31, 2023

This quarter, we feature the economic perspective of Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible…

Closing Brief – Bailard’s View on the Economy: Everybody Act Normal

December 28, 2022

In this quarter’s closing brief Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing)…

Closing Brief – Bailard’s View on the Economy: It Will Cost You

September 27, 2022

Closing Brief – Bailard’s View on the Economy: Watching the Pendulum Swing

June 27, 2022

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) gets a little…

US and Euro paper currency in 20 and 100 bills scattered through out the picture frame.

Closing Brief – Bailard’s View on the Economy: We Didn’t Start the Fire

March 28, 2022

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) shares his…

A diorama set up on a table, showing 2 bulls in a pen.

Closing Brief – Bailard’s View on the Economy: Thanks for the Meme-ories

December 28, 2021

As we tread into the new year, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact…

Close up of Ben Franklin's eyes on a $100 note.

Closing Brief – Bailard’s View on the Economy: Supply-Chained

September 26, 2021

This quarter, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing)…

A view of the Wall Street sign, with the buildings behind.

Closing Brief – Bailard’s View on the Economy: A Well-Fed Market

June 26, 2021

Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing June 30, 2021 Amidst…

A meme depicting meme stocks, on a cell phone.

Closing Brief – Bailard’s View on the Economy: Just Another Manic Meme-Day

March 28, 2021

Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing March 31, 2021…

Jon Manchester, CFA, CFP®