Bailard Named to Inaugural CNBC Elite Advisors List

Business Wire, “Bailard named to inaugural CNBC Elite Advisors list”

Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list. CNBC recognizes 25 U.S. registered investment advisors (RIAs) with a…

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Bailard named to CNBC Elite Advisors list

CNBC unveils inaugural Elite Advisors list

Bailard has been named to CNBC’s Elite Advisors list. Only 25 firms were included in the inaugural cohort. CNBC’s research focused on firms serving ultra-high-net-worth families and the full…

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Country Indices Flash Report – May 2026

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Quarterly International Equity Strategy Q1 2026

The quarter was a tale of two markets. January and February saw international equities continue their 2025 outperformance. In March, that trend gave way to a major geopolitical shock from…

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Country Indices Flash Report – April 2026

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Quarterly Technology Strategy Q1 2026

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Quarterly Small Value Strategy Q1 2026

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Weekly Market Notes from CIO Dave Harrison Smith

Rising energy costs and a cooling-but-steady labor market – Morning Macro with Dave

Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Rising energy costs and a cooling-but-steady labor market Dave…

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Country Indices Flash Report – March 2026

U.S. and Israeli strikes on Iran disrupted shipping through the Strait of Hormuz, a key energy chokepoint. Equities fell, while oil and gas prices spiked.  [[ READ MORE ]] Download PDF

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Weekly Market Notes from CIO Dave Harrison Smith

Rising energy prices test the consumer and the Fed – Morning Macro with Dave

Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Rising energy prices test the consumer and the Fed Dave…

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